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 | $24,065 | $168,632-85.7% | $147,614-83.7% | $125,391-80.8% |
| Participation rate | 84.6% | 88.8%-4.2pp | 84.6%0pp | 83.2%+1.4pp |
| Annual return | -2.05% | 77.65%-79.7pp | 61.98%-64.0pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,816 | $6,252-70.9% | $5,564-67.4% | $4,866-62.7% |
| Participant deferral / active EE | $1,928 | $5,507-65.0% | $4,895-60.6% | $5,352-64.0% |
| Admin fee / account holder | $2,565 | $13,580-81.1% | $11,611-77.9% | $9,540-73.1% |