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 | $13,986 | $97,757-85.7% | $83,848-83.3% | $135,375-89.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.41% | 1287.37%-1295.8pp | 850.88%-859.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,630 | $4,222-37.7% | $3,631-27.6% | $4,779-45.0% |
| Participant deferral / active EE | $3,268 | $4,682-30.2% | $4,082-19.9% | $5,609-41.7% |
| Admin fee / account holder | $565 | $6,674-91.5% | $5,478-89.7% | $10,827-94.8% |