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 | $25,421 | $168,632-84.9% | $147,614-82.8% | $125,391-79.7% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | -2.28% | 77.65%-79.9pp | 61.98%-64.3pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,386 | $6,252-77.8% | $5,564-75.1% | $4,866-71.5% |
| Participant deferral / active EE | $2,461 | $5,507-55.3% | $4,895-49.7% | $5,352-54.0% |
| Admin fee / account holder | $584 | $13,580-95.7% | $11,611-95.0% | $9,540-93.9% |