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 | $26,001 | $180,449-85.6% | $154,107-83.1% | $135,375-80.8% |
| Participation rate | 88.2% | 87.4%+0.8pp | 83.0%+5.2pp | 82.6%+5.6pp |
| Annual return | -6.93% | 888.09%-895.0pp | 735.12%-742.0pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,020 | $6,035-66.5% | $5,298-61.9% | $4,779-57.7% |
| Participant deferral / active EE | $3,684 | $5,806-36.5% | $5,081-27.5% | $5,609-34.3% |
| Admin fee / account holder | $2,979 | $16,143-81.5% | $13,411-77.8% | $10,827-72.5% |