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 | $9,011 | $97,757-90.8% | $83,848-89.3% | $135,375-93.3% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -9.28% | 1287.37%-1296.6pp | 850.88%-860.2pp | 519.73%-529.0pp |
| Employer contribution / active EE | $2,100 | $4,222-50.3% | $3,631-42.2% | $4,779-56.1% |
| Participant deferral / active EE | $3,496 | $4,682-25.3% | $4,082-14.3% | $5,609-37.7% |
| Admin fee / account holder | $696 | $6,674-89.6% | $5,478-87.3% | $10,827-93.6% |