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 | $8,351 | $97,757-91.5% | $83,848-90.0% | $135,375-93.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.89% | 1287.37%-1295.3pp | 850.88%-858.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,067 | $4,222-51.0% | $3,631-43.1% | $4,779-56.7% |
| Participant deferral / active EE | $4,135 | $4,682-11.7% | $4,082+1.3% | $5,609-26.3% |
| Admin fee / account holder | $6,347 | $6,674-4.9% | $5,478+15.9% | $10,827-41.4% |