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 | $11,913 | $135,635-91.2% | $110,238-89.2% | $135,375-91.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.86% | 513.19%-521.0pp | 314.74%-322.6pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,951 | $4,906-19.5% | $3,826+3.3% | $4,779-17.3% |
| Participant deferral / active EE | $5,406 | $5,506-1.8% | $4,672+15.7% | $5,609-3.6% |
| Admin fee / account holder | $6,351 | $11,457-44.6% | $8,547-25.7% | $10,827-41.3% |