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 | $8,320 | $138,065-94.0% | $123,544-93.3% | $135,375-93.9% |
| Participation rate | 95.0% | 84.7%+10.3pp | 82.3%+12.7pp | 82.6%+12.4pp |
| Annual return | -0.45% | 153.68%-154.1pp | 119.20%-119.6pp | 519.73%-520.2pp |
| Employer contribution / active EE | $1,533 | $5,151-70.2% | $4,628-66.9% | $4,779-67.9% |
| Participant deferral / active EE | $3,165 | $6,799-53.4% | $6,426-50.7% | $5,609-43.6% |
| Admin fee / account holder | $2,296 | $10,916-79.0% | $9,284-75.3% | $10,827-78.8% |