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 | $27,551 | $180,449-84.7% | $154,107-82.1% | $135,375-79.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.25% | 888.09%-888.3pp | 735.12%-735.4pp | 519.73%-520.0pp |
| Employer contribution / active EE | $2,026 | $6,035-66.4% | $5,298-61.7% | $4,779-57.6% |
| Participant deferral / active EE | $5,285 | $5,806-9.0% | $5,081+4.0% | $5,609-5.8% |
| Admin fee / account holder | $1,397 | $16,143-91.3% | $13,411-89.6% | $10,827-87.1% |