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 | $20,521 | $160,055-87.2% | $140,016-85.3% | $135,375-84.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -0.48% | 911.38%-911.9pp | 651.12%-651.6pp | 519.73%-520.2pp |
| Employer contribution / active EE | $3,229 | $6,420-49.7% | $5,606-42.4% | $4,779-32.4% |
| Participant deferral / active EE | $11,574 | $7,642+51.5% | $6,927+67.1% | $5,609+106.4% |
| Admin fee / account holder | $33,333 | $13,328+150.1% | $10,705+211.4% | $10,827+207.9% |