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 | $25,462 | $180,449-85.9% | $154,107-83.5% | $135,375-81.2% |
| Participation rate | 70.8% | 87.4%-16.6pp | 83.0%-12.2pp | 82.6%-11.8pp |
| Annual return | -8.02% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,984 | $6,035-67.1% | $5,298-62.6% | $4,779-58.5% |
| Participant deferral / active EE | $3,912 | $5,806-32.6% | $5,081-23.0% | $5,609-30.2% |
| Admin fee / account holder | $852 | $16,143-94.7% | $13,411-93.6% | $10,827-92.1% |