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 | $11,643 | $138,044-91.6% | $125,339-90.7% | $134,475-91.3% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -11.92% | 750.33%-762.2pp | 572.05%-584.0pp | 417.96%-429.9pp |
| Employer contribution / active EE | $2,046 | $5,243-61.0% | $4,814-57.5% | $4,740-56.8% |
| Participant deferral / active EE | $4,844 | $7,799-37.9% | $7,446-34.9% | $6,400-24.3% |
| Admin fee / account holder | $330 | $11,571-97.1% | $10,010-96.7% | $11,426-97.1% |