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 | $17,801 | $150,440-88.2% | $136,294-86.9% | $147,584-87.9% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 23.15% | 1049.08%-1025.9pp | 5155.94%-5132.8pp | 578.55%-555.4pp |
| Employer contribution / active EE | $1,976 | $5,256-62.4% | $4,695-57.9% | $4,876-59.5% |
| Participant deferral / active EE | $2,882 | $6,630-56.5% | $6,247-53.9% | $5,439-47.0% |
| Admin fee / account holder | $421 | $10,905-96.1% | $9,243-95.4% | $10,885-96.1% |