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 | $26,468 | $180,449-85.3% | $154,107-82.8% | $135,375-80.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.82% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,200 | $6,035-47.0% | $5,298-39.6% | $4,779-33.0% |
| Participant deferral / active EE | $6,081 | $5,806+4.7% | $5,081+19.7% | $5,609+8.4% |
| Admin fee / account holder | $2,277 | $16,143-85.9% | $13,411-83.0% | $10,827-79.0% |