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 | $22,755 | $180,449-87.4% | $154,107-85.2% | $135,375-83.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -3.09% | 888.09%-891.2pp | 735.12%-738.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $4,456 | $6,035-26.2% | $5,298-15.9% | $4,779-6.7% |
| Participant deferral / active EE | $2,049 | $5,806-64.7% | $5,081-59.7% | $5,609-63.5% |
| Admin fee / account holder | $5,637 | $16,143-65.1% | $13,411-58.0% | $10,827-47.9% |