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 | $33,253 | $171,865-80.7% | $149,718-77.8% | $147,584-77.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.34% | 2113.22%-2089.9pp | 1501.63%-1478.3pp | 578.55%-555.2pp |
| Employer contribution / active EE | $4,588 | $6,275-26.9% | $5,445-15.7% | $4,876-5.9% |
| Participant deferral / active EE | $10,766 | $7,271+48.1% | $6,569+63.9% | $5,439+98.0% |
| Admin fee / account holder | $1,937 | $13,799-86.0% | $11,283-82.8% | $10,885-82.2% |