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 | $27,877 | $171,865-83.8% | $149,718-81.4% | $147,584-81.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 26.30% | 2113.22%-2086.9pp | 1501.63%-1475.3pp | 578.55%-552.3pp |
| Employer contribution / active EE | $2,105 | $6,275-66.5% | $5,445-61.3% | $4,876-56.8% |
| Participant deferral / active EE | $7,902 | $7,271+8.7% | $6,569+20.3% | $5,439+45.3% |
| Admin fee / account holder | $8,785 | $13,799-36.3% | $11,283-22.1% | $10,885-19.3% |