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 | $28,693 | $171,865-83.3% | $149,718-80.8% | $147,584-80.6% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 18.77% | 2113.22%-2094.4pp | 1501.63%-1482.9pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,709 | $6,275-72.8% | $5,445-68.6% | $4,876-65.0% |
| Participant deferral / active EE | $4,470 | $7,271-38.5% | $6,569-31.9% | $5,439-17.8% |
| Admin fee / account holder | $521 | $13,799-96.2% | $11,283-95.4% | $10,885-95.2% |