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 | $8,799 | $129,942-93.2% | $104,294-91.6% | $134,475-93.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -3.70% | 42.03%-45.7pp | 24.61%-28.3pp | 417.96%-421.7pp |
| Employer contribution / active EE | $2,280 | $4,184-45.5% | $3,372-32.4% | $4,740-51.9% |
| Participant deferral / active EE | $5,477 | $5,588-2.0% | $4,625+18.4% | $6,400-14.4% |
| Admin fee / account holder | $59,399 | $9,323+537.1% | $7,339+709.3% | $11,426+419.9% |