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 | $34,117 | $171,865-80.1% | $149,718-77.2% | $147,584-76.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 91.76% | 2113.22%-2021.5pp | 1501.63%-1409.9pp | 578.55%-486.8pp |
| Employer contribution / active EE | $2,745 | $6,275-56.2% | $5,445-49.6% | $4,876-43.7% |
| Participant deferral / active EE | $8,897 | $7,271+22.4% | $6,569+35.4% | $5,439+63.6% |
| Admin fee / account holder | $5,124 | $13,799-62.9% | $11,283-54.6% | $10,885-52.9% |