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 | $15,091 | $95,971-84.3% | $74,550-79.8% | $135,375-88.9% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -2.21% | 56.96%-59.2pp | 32.53%-34.7pp | 519.73%-521.9pp |
| Employer contribution / active EE | $3,750 | $2,716+38.1% | $1,961+91.2% | $4,779-21.5% |
| Participant deferral / active EE | $867 | $3,843-77.4% | $3,108-72.1% | $5,609-84.5% |
| Admin fee / account holder | $35,402 | $6,522+442.8% | $5,060+599.7% | $10,827+227.0% |