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 | $20,029 | $131,829-84.8% | $108,579-81.6% | $273,961-92.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 20.63% | -91.57%+112.2pp | -51.70%+72.3pp | 41.45%-20.8pp |
| Employer contribution / active EE | $2,016 | $4,912-59.0% | $3,758-46.4% | $4,869-58.6% |
| Participant deferral / active EE | $3,794 | $5,127-26.0% | $4,311-12.0% | $5,287-28.2% |
| Admin fee / account holder | $2,723 | $10,252-73.4% | $7,645-64.4% | $10,132-73.1% |