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 | $16,375 | $82,630-80.2% | $64,105-74.5% | $125,391-86.9% |
| Participation rate | 94.4% | 75.9%+18.6pp | 68.2%+26.3pp | 83.2%+11.3pp |
| Annual return | -3.23% | 1489.72%-1492.9pp | 791.24%-794.5pp | 282.22%-285.5pp |
| Employer contribution / active EE | $396 | $2,671-85.2% | $1,820-78.2% | $4,866-91.9% |
| Participant deferral / active EE | $2,407 | $3,608-33.3% | $2,822-14.7% | $5,352-55.0% |
| Admin fee / account holder | $669 | $6,382-89.5% | $4,499-85.1% | $9,540-93.0% |