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 4-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 | $19,722 | $150,440-86.9% | $136,294-85.5% | $147,584-86.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.62% | 1049.08%-1025.5pp | 5155.94%-5132.3pp | 578.55%-554.9pp |
| Employer contribution / active EE | $984 | $5,256-81.3% | $4,695-79.0% | $4,876-79.8% |
| Participant deferral / active EE | $6,000 | $6,630-9.5% | $6,247-4.0% | $5,439+10.3% |
| Admin fee / account holder | $361 | $10,905-96.7% | $9,243-96.1% | $10,885-96.7% |