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 | $9,249 | $97,757-90.5% | $83,848-89.0% | $135,375-93.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.31% | 1287.37%-1290.7pp | 850.88%-854.2pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,281 | $4,222-69.7% | $3,631-64.7% | $4,779-73.2% |
| Participant deferral / active EE | $5,405 | $4,682+15.4% | $4,082+32.4% | $5,609-3.6% |
| Admin fee / account holder | $6,539 | $6,674-2.0% | $5,478+19.4% | $10,827-39.6% |