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 8-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 | $22,852 | $150,440-84.8% | $136,294-83.2% | $147,584-84.5% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 22.67% | 1049.08%-1026.4pp | 5155.94%-5133.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $1,723 | $5,256-67.2% | $4,695-63.3% | $4,876-64.7% |
| Participant deferral / active EE | $10,024 | $6,630+51.2% | $6,247+60.5% | $5,439+84.3% |
| Admin fee / account holder | $1,031 | $10,905-90.5% | $9,243-88.8% | $10,885-90.5% |