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 | $29,591 | $171,865-82.8% | $149,718-80.2% | $147,584-79.9% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 14.88% | 2113.22%-2098.3pp | 1501.63%-1486.8pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,852 | $6,275-70.5% | $5,445-66.0% | $4,876-62.0% |
| Participant deferral / active EE | $5,150 | $7,271-29.2% | $6,569-21.6% | $5,439-5.3% |
| Admin fee / account holder | $19,763 | $13,799+43.2% | $11,283+75.2% | $10,885+81.6% |