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 | $30,661 | $171,865-82.2% | $149,718-79.5% | $147,584-79.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.18% | 2113.22%-2093.0pp | 1501.63%-1481.4pp | 578.55%-558.4pp |
| Employer contribution / active EE | $4,431 | $6,275-29.4% | $5,445-18.6% | $4,876-9.1% |
| Participant deferral / active EE | $4,879 | $7,271-32.9% | $6,569-25.7% | $5,439-10.3% |
| Admin fee / account holder | $578 | $13,799-95.8% | $11,283-94.9% | $10,885-94.7% |