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 | $13,038 | $180,449-92.8% | $154,107-91.5% | $135,375-90.4% |
| Participation rate | 78.3% | 87.4%-9.2pp | 83.0%-4.8pp | 82.6%-4.4pp |
| Annual return | -6.32% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.1pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,158 | $5,806-62.8% | $5,081-57.5% | $5,609-61.5% |
| Admin fee / account holder | $3,415 | $16,143-78.8% | $13,411-74.5% | $10,827-68.5% |