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 10-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 | $22,930 | $135,635-83.1% | $110,238-79.2% | $135,375-83.1% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -8.46% | 513.19%-521.6pp | 314.74%-323.2pp | 519.73%-528.2pp |
| Employer contribution / active EE | $13,796 | $4,906+181.2% | $3,826+260.6% | $4,779+188.7% |
| Participant deferral / active EE | $10,903 | $5,506+98.0% | $4,672+133.4% | $5,609+94.4% |
| Admin fee / account holder | $48,960 | $11,457+327.3% | $8,547+472.8% | $10,827+352.2% |