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 | $21,470 | $135,635-84.2% | $110,238-80.5% | $135,375-84.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.19% | 513.19%-520.4pp | 314.74%-321.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,429 | $4,906-70.9% | $3,826-62.7% | $4,779-70.1% |
| Participant deferral / active EE | $1,866 | $5,506-66.1% | $4,672-60.1% | $5,609-66.7% |
| Admin fee / account holder | $852 | $11,457-92.6% | $8,547-90.0% | $10,827-92.1% |