See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,101 | $92,703-95.6% | $82,719-95.0% | $134,475-97.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.37% | 944.92%-959.3pp | 701.18%-715.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,634 | $3,274-19.5% | $3,009-12.5% | $4,740-44.4% |
| Participant deferral / active EE | $1,816 | $4,802-62.2% | $4,395-58.7% | $6,400-71.6% |
| Admin fee / account holder | $4,010 | $5,983-33.0% | $5,329-24.7% | $11,426-64.9% |