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 | $5,824 | $106,543-94.5% | $91,220-93.6% | $134,475-95.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.89% | 160.60%-177.5pp | 114.01%-130.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $938 | $3,331-71.8% | $2,850-67.1% | $4,740-80.2% |
| Participant deferral / active EE | $1,612 | $4,719-65.8% | $4,234-61.9% | $6,400-74.8% |
| Admin fee / account holder | $481 | $6,231-92.3% | $5,420-91.1% | $11,426-95.8% |