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 6-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 | $12,320 | $138,044-91.1% | $125,339-90.2% | $134,475-90.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.30% | 750.33%-751.6pp | 572.05%-573.4pp | 417.96%-419.3pp |
| Employer contribution / active EE | $4,879 | $5,243-6.9% | $4,814+1.4% | $4,740+2.9% |
| Participant deferral / active EE | $3,035 | $7,799-61.1% | $7,446-59.2% | $6,400-52.6% |
| Admin fee / account holder | $860 | $11,571-92.6% | $10,010-91.4% | $11,426-92.5% |