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 | $9,598 | $150,440-93.6% | $136,294-93.0% | $147,584-93.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.88% | 1049.08%-1025.2pp | 5155.94%-5132.1pp | 578.55%-554.7pp |
| Employer contribution / active EE | $3,241 | $5,256-38.3% | $4,695-31.0% | $4,876-33.5% |
| Participant deferral / active EE | $5,311 | $6,630-19.9% | $6,247-15.0% | $5,439-2.3% |
| Admin fee / account holder | $11,805 | $10,905+8.3% | $9,243+27.7% | $10,885+8.4% |