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 9-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 | $15,796 | $180,449-91.2% | $154,107-89.8% | $135,375-88.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.01% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,962 | $6,035-34.3% | $5,298-25.2% | $4,779-17.1% |
| Participant deferral / active EE | $9,516 | $5,806+63.9% | $5,081+87.3% | $5,609+69.7% |
| Admin fee / account holder | $1,510 | $16,143-90.6% | $13,411-88.7% | $10,827-86.1% |