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 | $18,641 | $150,440-87.6% | $136,294-86.3% | $147,584-87.4% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 34.96% | 1049.08%-1014.1pp | 5155.94%-5121.0pp | 578.55%-543.6pp |
| Employer contribution / active EE | $1,568 | $5,256-70.2% | $4,695-66.6% | $4,876-67.8% |
| Participant deferral / active EE | $5,928 | $6,630-10.6% | $6,247-5.1% | $5,439+9.0% |
| Admin fee / account holder | $327 | $10,905-97.0% | $9,243-96.5% | $10,885-97.0% |