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 | $22,048 | $150,440-85.3% | $136,294-83.8% | $147,584-85.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.89% | 1049.08%-1029.2pp | 5155.94%-5136.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $3,042 | $5,256-42.1% | $4,695-35.2% | $4,876-37.6% |
| Participant deferral / active EE | $5,252 | $6,630-20.8% | $6,247-15.9% | $5,439-3.4% |
| Admin fee / account holder | $9,386 | $10,905-13.9% | $9,243+1.5% | $10,885-13.8% |