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 | $12,582 | $160,055-92.1% | $140,016-91.0% | $135,375-90.7% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.5%-2.9pp | 82.6%+2.0pp |
| Annual return | -2.58% | 911.38%-914.0pp | 651.12%-653.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $2,480 | $6,420-61.4% | $5,606-55.8% | $4,779-48.1% |
| Participant deferral / active EE | $3,500 | $7,642-54.2% | $6,927-49.5% | $5,609-37.6% |
| Admin fee / account holder | $73,944 | $13,328+454.8% | $10,705+590.7% | $10,827+583.0% |