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 | $9,190 | $150,440-93.9% | $136,294-93.3% | $147,584-93.8% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 53.73% | 1049.08%-995.4pp | 5155.94%-5102.2pp | 578.55%-524.8pp |
| Employer contribution / active EE | $1,672 | $5,256-68.2% | $4,695-64.4% | $4,876-65.7% |
| Participant deferral / active EE | $7,289 | $6,630+9.9% | $6,247+16.7% | $5,439+34.0% |
| Admin fee / account holder | $371 | $10,905-96.6% | $9,243-96.0% | $10,885-96.6% |