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 | $2 | $129,942-100.0% | $104,294-100.0% | $134,475-100.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.78% | 42.03%-60.8pp | 24.61%-43.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $15,000 | $4,184+258.5% | $3,372+344.9% | $4,740+216.5% |
| Participant deferral / active EE | $24,000 | $5,588+329.5% | $4,625+418.9% | $6,400+275.0% |
| Admin fee / account holder | $1,416,211 | $9,323+15090.4% | $7,339+19195.9% | $11,426+12294.7% |