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 | $3,469 | $92,703-96.3% | $82,719-95.8% | $134,475-97.4% |
| Participation rate | 78.3% | 75.2%+3.1pp | 72.6%+5.7pp | 81.2%-3.0pp |
| Annual return | -18.69% | 944.92%-963.6pp | 701.18%-719.9pp | 417.96%-436.6pp |
| Employer contribution / active EE | $923 | $3,274-71.8% | $3,009-69.3% | $4,740-80.5% |
| Participant deferral / active EE | $1,044 | $4,802-78.3% | $4,395-76.2% | $6,400-83.7% |
| Admin fee / account holder | $1,313 | $5,983-78.1% | $5,329-75.4% | $11,426-88.5% |