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 | $24,050 | $135,635-82.3% | $110,238-78.2% | $135,375-82.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.10% | 513.19%-516.3pp | 314.74%-317.8pp | 519.73%-522.8pp |
| Employer contribution / active EE | $11,562 | $4,906+135.7% | $3,826+202.2% | $4,779+141.9% |
| Participant deferral / active EE | $7,107 | $5,506+29.1% | $4,672+52.1% | $5,609+26.7% |
| Admin fee / account holder | $39,013 | $11,457+240.5% | $8,547+356.4% | $10,827+260.3% |