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 | $23,556 | $150,440-84.3% | $136,294-82.7% | $147,584-84.0% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 25.84% | 1049.08%-1023.2pp | 5155.94%-5130.1pp | 578.55%-552.7pp |
| Employer contribution / active EE | $4,698 | $5,256-10.6% | $4,695+0.1% | $4,876-3.7% |
| Participant deferral / active EE | $8,791 | $6,630+32.6% | $6,247+40.7% | $5,439+61.6% |
| Admin fee / account holder | $3,495 | $10,905-68.0% | $9,243-62.2% | $10,885-67.9% |