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 | $14,213 | $202,318-93.0% | $172,739-91.8% | $152,861-90.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.22% | 1029.65%-1014.4pp | 802.84%-787.6pp | 345.32%-330.1pp |
| Employer contribution / active EE | $4,348 | $5,856-25.8% | $5,143-15.5% | $4,762-8.7% |
| Participant deferral / active EE | $12,500 | $5,948+110.2% | $5,198+140.5% | $5,850+113.7% |
| Admin fee / account holder | $226,437 | $17,109+1223.5% | $13,954+1522.7% | $11,596+1852.6% |