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 | $16,561 | $150,440-89.0% | $136,294-87.8% | $147,584-88.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.67% | 1049.08%-1031.4pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,791 | $5,256-65.9% | $4,695-61.9% | $4,876-63.3% |
| Participant deferral / active EE | $2,946 | $6,630-55.6% | $6,247-52.9% | $5,439-45.8% |
| Admin fee / account holder | $3,668 | $10,905-66.4% | $9,243-60.3% | $10,885-66.3% |