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 | $6,611 | $92,703-92.9% | $82,719-92.0% | $134,475-95.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -15.27% | 944.92%-960.2pp | 701.18%-716.5pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,776 | $3,274-45.8% | $3,009-41.0% | $4,740-62.5% |
| Participant deferral / active EE | $2,141 | $4,802-55.4% | $4,395-51.3% | $6,400-66.6% |
| Admin fee / account holder | $3,602 | $5,983-39.8% | $5,329-32.4% | $11,426-68.5% |