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 | $7,459 | $135,635-94.5% | $110,238-93.2% | $135,375-94.5% |
| Participation rate | 91.3% | 83.5%+7.8pp | 79.8%+11.5pp | 82.6%+8.7pp |
| Annual return | -4.91% | 513.19%-518.1pp | 314.74%-319.6pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,565 | $4,906-68.1% | $3,826-59.1% | $4,779-67.3% |
| Participant deferral / active EE | $2,587 | $5,506-53.0% | $4,672-44.6% | $5,609-53.9% |
| Admin fee / account holder | $977 | $11,457-91.5% | $8,547-88.6% | $10,827-91.0% |