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 | $21,999 | $160,055-86.3% | $140,016-84.3% | $135,375-83.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.16% | 911.38%-912.5pp | 651.12%-652.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $4,523 | $6,420-29.6% | $5,606-19.3% | $4,779-5.4% |
| Participant deferral / active EE | $9,609 | $7,642+25.7% | $6,927+38.7% | $5,609+71.3% |
| Admin fee / account holder | $42,595 | $13,328+219.6% | $10,705+297.9% | $10,827+293.4% |