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 | $12,802 | $138,065-90.7% | $123,544-89.6% | $135,375-90.5% |
| Participation rate | 87.0% | 84.7%+2.2pp | 82.3%+4.7pp | 82.6%+4.3pp |
| Annual return | -8.82% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,536 | $5,151-70.2% | $4,628-66.8% | $4,779-67.8% |
| Participant deferral / active EE | $2,588 | $6,799-61.9% | $6,426-59.7% | $5,609-53.9% |
| Admin fee / account holder | $1,241 | $10,916-88.6% | $9,284-86.6% | $10,827-88.5% |