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 | $15,643 | $98,240-84.1% | $82,313-81.0% | $147,584-89.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 377.57% | 30.85%+346.7pp | 25.88%+351.7pp | 578.55%-201.0pp |
| Employer contribution / active EE | $3,093 | $3,192-3.1% | $2,428+27.4% | $4,876-36.6% |
| Participant deferral / active EE | $15,089 | $4,383+244.2% | $3,706+307.1% | $5,439+177.4% |
| Admin fee / account holder | $681 | $8,563-92.1% | $5,608-87.9% | $10,885-93.7% |