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 | $39,593 | $137,414-71.2% | $189,513-79.1% | $85,850-53.9% |
| Participation rate | 87.8% | 84.6%+3.2pp | 87.8%0pp | 69.3%+18.5pp |
| Annual return | 12.39% | 38.14%-25.8pp | 555.15%-542.8pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,463 | $4,344-66.3% | $6,162-76.2% | $2,565-42.9% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $942 | $8,630-89.1% | $12,045-92.2% | $6,260-85.0% |