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 | $16,627 | $180,449-90.8% | $154,107-89.2% | $135,375-87.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -3.01% | 888.09%-891.1pp | 735.12%-738.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $1,516 | $6,035-74.9% | $5,298-71.4% | $4,779-68.3% |
| Participant deferral / active EE | $4,954 | $5,806-14.7% | $5,081-2.5% | $5,609-11.7% |
| Admin fee / account holder | $10,737 | $16,143-33.5% | $13,411-19.9% | $10,827-0.8% |