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 | $28,035 | $171,865-83.7% | $149,718-81.3% | $147,584-81.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.31% | 2113.22%-2101.9pp | 1501.63%-1490.3pp | 578.55%-567.2pp |
| Employer contribution / active EE | $11,908 | $6,275+89.8% | $5,445+118.7% | $4,876+144.2% |
| Participant deferral / active EE | $2,628 | $7,271-63.9% | $6,569-60.0% | $5,439-51.7% |
| Admin fee / account holder | $7,842 | $13,799-43.2% | $11,283-30.5% | $10,885-28.0% |