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 | $23,780 | $150,440-84.2% | $136,294-82.6% | $147,584-83.9% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 20.61% | 1049.08%-1028.5pp | 5155.94%-5135.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $1,854 | $5,256-64.7% | $4,695-60.5% | $4,876-62.0% |
| Participant deferral / active EE | $4,213 | $6,630-36.5% | $6,247-32.6% | $5,439-22.5% |
| Admin fee / account holder | $1,178 | $10,905-89.2% | $9,243-87.3% | $10,885-89.2% |