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 | $25,818 | $171,865-85.0% | $149,718-82.8% | $147,584-82.5% |
| Participation rate | 86.7% | 88.2%-1.5pp | 87.1%-0.4pp | 82.8%+3.8pp |
| Annual return | 35.52% | 2113.22%-2077.7pp | 1501.63%-1466.1pp | 578.55%-543.0pp |
| Employer contribution / active EE | $7,566 | $6,275+20.6% | $5,445+39.0% | $4,876+55.2% |
| Participant deferral / active EE | $7,879 | $7,271+8.4% | $6,569+19.9% | $5,439+44.9% |
| Admin fee / account holder | $850 | $13,799-93.8% | $11,283-92.5% | $10,885-92.2% |