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 | $9,655 | $138,065-93.0% | $123,544-92.2% | $135,375-92.9% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -5.07% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,798 | $5,151-65.1% | $4,628-61.1% | $4,779-62.4% |
| Participant deferral / active EE | $4,377 | $6,799-35.6% | $6,426-31.9% | $5,609-22.0% |
| Admin fee / account holder | $5,405 | $10,916-50.5% | $9,284-41.8% | $10,827-50.1% |