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 | $11,139 | $97,757-88.6% | $83,848-86.7% | $135,375-91.8% |
| Participation rate | 76.9% | 80.0%-3.0pp | 76.1%+0.8pp | 82.6%-5.7pp |
| Annual return | -9.49% | 1287.37%-1296.9pp | 850.88%-860.4pp | 519.73%-529.2pp |
| Employer contribution / active EE | $3,081 | $4,222-27.0% | $3,631-15.1% | $4,779-35.5% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $468 | $6,674-93.0% | $5,478-91.5% | $10,827-95.7% |