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 | $31,084 | $171,865-81.9% | $149,718-79.2% | $147,584-78.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.28% | 2113.22%-2094.9pp | 1501.63%-1483.4pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,845 | $6,275-54.7% | $5,445-47.8% | $4,876-41.7% |
| Participant deferral / active EE | $10,731 | $7,271+47.6% | $6,569+63.4% | $5,439+97.3% |
| Admin fee / account holder | $5,667 | $13,799-58.9% | $11,283-49.8% | $10,885-47.9% |