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 | $12,304 | $82,630-85.1% | $64,105-80.8% | $125,391-90.2% |
| Participation rate | 71.4% | 75.9%-4.4pp | 68.2%+3.3pp | 83.2%-11.8pp |
| Annual return | -1.58% | 1489.72%-1491.3pp | 791.24%-792.8pp | 282.22%-283.8pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,912 | $3,608-47.0% | $2,822-32.3% | $5,352-64.3% |
| Admin fee / account holder | $6,048 | $6,382-5.2% | $4,499+34.4% | $9,540-36.6% |