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 | $724 | $123,909-99.4% | $69,647-99.0% | $145,922-99.5% |
| Participation rate | 70.6% | 69.2%+1.4pp | 66.5%+4.1pp | 80.3%-9.7pp |
| Annual return | 18.51% | 190.55%-172.0pp | 100.48%-82.0pp | 561.29%-542.8pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $812 | $4,236-80.8% | $2,886-71.9% | $6,688-87.9% |
| Admin fee / account holder | $2,189 | $7,863-72.2% | $4,713-53.6% | $13,397-83.7% |