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 | $14,236 | $171,865-91.7% | $149,718-90.5% | $147,584-90.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 30.00% | 2113.22%-2083.2pp | 1501.63%-1471.6pp | 578.55%-548.5pp |
| Employer contribution / active EE | $1,714 | $6,275-72.7% | $5,445-68.5% | $4,876-64.8% |
| Participant deferral / active EE | $7,239 | $7,271-0.4% | $6,569+10.2% | $5,439+33.1% |
| Admin fee / account holder | $401 | $13,799-97.1% | $11,283-96.4% | $10,885-96.3% |