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 | $19,021 | $171,865-88.9% | $149,718-87.3% | $147,584-87.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.27% | 2113.22%-2094.9pp | 1501.63%-1483.4pp | 578.55%-560.3pp |
| Employer contribution / active EE | $3,562 | $6,275-43.2% | $5,445-34.6% | $4,876-26.9% |
| Participant deferral / active EE | $2,986 | $7,271-58.9% | $6,569-54.5% | $5,439-45.1% |
| Admin fee / account holder | $2,533 | $13,799-81.6% | $11,283-77.6% | $10,885-76.7% |