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 | $12,249 | $168,632-92.7% | $147,614-91.7% | $125,391-90.2% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | -1.09% | 77.65%-78.7pp | 61.98%-63.1pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,468 | $6,252-76.5% | $5,564-73.6% | $4,866-69.8% |
| Participant deferral / active EE | $4,188 | $5,507-24.0% | $4,895-14.5% | $5,352-21.7% |
| Admin fee / account holder | $14,076 | $13,580+3.7% | $11,611+21.2% | $9,540+47.5% |