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 | $19,992 | $160,055-87.5% | $140,016-85.7% | $135,375-85.2% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.5%+5.4pp | 82.6%+10.2pp |
| Annual return | -8.52% | 911.38%-919.9pp | 651.12%-659.6pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,142 | $6,420-66.6% | $5,606-61.8% | $4,779-55.2% |
| Participant deferral / active EE | $6,655 | $7,642-12.9% | $6,927-3.9% | $5,609+18.6% |
| Admin fee / account holder | $424 | $13,328-96.8% | $10,705-96.0% | $10,827-96.1% |