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 | $21,788 | $168,632-87.1% | $147,614-85.2% | $125,391-82.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.31% | 77.65%-78.0pp | 61.98%-62.3pp | 282.22%-282.5pp |
| Employer contribution / active EE | $9,662 | $6,252+54.5% | $5,564+73.6% | $4,866+98.6% |
| Participant deferral / active EE | $3,500 | $5,507-36.4% | $4,895-28.5% | $5,352-34.6% |
| Admin fee / account holder | $420 | $13,580-96.9% | $11,611-96.4% | $9,540-95.6% |