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 6-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 | $3,563 | $92,703-96.2% | $82,719-95.7% | $134,475-97.4% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -10.32% | 944.92%-955.2pp | 701.18%-711.5pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,027 | $3,274-68.6% | $3,009-65.9% | $4,740-78.3% |
| Participant deferral / active EE | $1,292 | $4,802-73.1% | $4,395-70.6% | $6,400-79.8% |
| Admin fee / account holder | $626 | $5,983-89.5% | $5,329-88.3% | $11,426-94.5% |