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 | $14,775 | $180,449-91.8% | $154,107-90.4% | $135,375-89.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.04% | 888.09%-893.1pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,789 | $6,035-53.8% | $5,298-47.3% | $4,779-41.6% |
| Participant deferral / active EE | $4,810 | $5,806-17.2% | $5,081-5.3% | $5,609-14.2% |
| Admin fee / account holder | $13,264 | $16,143-17.8% | $13,411-1.1% | $10,827+22.5% |