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 | $16,712 | $135,635-87.7% | $110,238-84.8% | $135,375-87.7% |
| Participation rate | 81.3% | 83.5%-2.2pp | 79.8%+1.4pp | 82.6%-1.4pp |
| Annual return | -8.03% | 513.19%-521.2pp | 314.74%-322.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,133 | $4,906-56.5% | $3,826-44.3% | $4,779-55.4% |
| Participant deferral / active EE | $3,189 | $5,506-42.1% | $4,672-31.7% | $5,609-43.1% |
| Admin fee / account holder | $2,333 | $11,457-79.6% | $8,547-72.7% | $10,827-78.5% |