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 | $22,740 | $180,449-87.4% | $154,107-85.2% | $135,375-83.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.04% | 888.09%-892.1pp | 735.12%-739.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $24,000 | $6,035+297.7% | $5,298+353.0% | $4,779+402.2% |
| Participant deferral / active EE | $24,000 | $5,806+313.4% | $5,081+372.4% | $5,609+327.9% |
| Admin fee / account holder | $632,548 | $16,143+3818.5% | $13,411+4616.7% | $10,827+5742.3% |