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 8-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 | $20,235 | $180,449-88.8% | $154,107-86.9% | $135,375-85.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.79% | 888.09%-888.9pp | 735.12%-735.9pp | 519.73%-520.5pp |
| Employer contribution / active EE | $2,390 | $6,035-60.4% | $5,298-54.9% | $4,779-50.0% |
| Participant deferral / active EE | $11,125 | $5,806+91.6% | $5,081+119.0% | $5,609+98.4% |
| Admin fee / account holder | $377 | $16,143-97.7% | $13,411-97.2% | $10,827-96.5% |