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 5-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 | $2,346 | $93,024-97.5% | $77,024-97.0% | $134,475-98.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.58% | 62.60%-80.2pp | 42.32%-59.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,207 | $3,418-64.7% | $2,812-57.1% | $4,740-74.5% |
| Participant deferral / active EE | $1,811 | $5,238-65.4% | $4,426-59.1% | $6,400-71.7% |
| Admin fee / account holder | $520 | $6,944-92.5% | $5,425-90.4% | $11,426-95.5% |