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 7-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 | $3,660 | $93,024-96.1% | $77,024-95.2% | $134,475-97.3% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | -18.22% | 62.60%-80.8pp | 42.32%-60.5pp | 417.96%-436.2pp |
| Employer contribution / active EE | $940 | $3,418-72.5% | $2,812-66.6% | $4,740-80.2% |
| Participant deferral / active EE | $1,692 | $5,238-67.7% | $4,426-61.8% | $6,400-73.6% |
| Admin fee / account holder | $1,525 | $6,944-78.0% | $5,425-71.9% | $11,426-86.6% |