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 | $14,476 | $138,065-89.5% | $123,544-88.3% | $135,375-89.3% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -8.21% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,253 | $5,151-56.3% | $4,628-51.3% | $4,779-52.9% |
| Participant deferral / active EE | $5,996 | $6,799-11.8% | $6,426-6.7% | $5,609+6.9% |
| Admin fee / account holder | $6,013 | $10,916-44.9% | $9,284-35.2% | $10,827-44.5% |