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 | $17,186 | $150,440-88.6% | $136,294-87.4% | $147,584-88.4% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 35.37% | 1049.08%-1013.7pp | 5155.94%-5120.6pp | 578.55%-543.2pp |
| Employer contribution / active EE | $5,002 | $5,256-4.8% | $4,695+6.5% | $4,876+2.6% |
| Participant deferral / active EE | $10,518 | $6,630+58.6% | $6,247+68.4% | $5,439+93.4% |
| Admin fee / account holder | $5,591 | $10,905-48.7% | $9,243-39.5% | $10,885-48.6% |