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 4-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 | $1,761 | $109,982-98.4% | $97,226-98.2% | $145,922-98.8% |
| Participation rate | 93.8% | 75.9%+17.8pp | 72.7%+21.1pp | 80.3%+13.5pp |
| Annual return | 8.11% | 242.90%-234.8pp | 75.13%-67.0pp | 561.29%-553.2pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,037 | $4,676-77.8% | $4,264-75.7% | $6,688-84.5% |
| Admin fee / account holder | $1,108 | $6,221-82.2% | $5,654-80.4% | $13,397-91.7% |