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 | $26,063 | $180,449-85.6% | $154,107-83.1% | $135,375-80.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.53% | 888.09%-896.6pp | 735.12%-743.6pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,915 | $6,035-68.3% | $5,298-63.9% | $4,779-59.9% |
| Participant deferral / active EE | $7,506 | $5,806+29.3% | $5,081+47.7% | $5,609+33.8% |
| Admin fee / account holder | $371 | $16,143-97.7% | $13,411-97.2% | $10,827-96.6% |