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 | $21,567 | $171,865-87.5% | $149,718-85.6% | $147,584-85.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 134.59% | 2113.22%-1978.6pp | 1501.63%-1367.0pp | 578.55%-444.0pp |
| Employer contribution / active EE | $2,147 | $6,275-65.8% | $5,445-60.6% | $4,876-56.0% |
| Participant deferral / active EE | $4,425 | $7,271-39.1% | $6,569-32.6% | $5,439-18.6% |
| Admin fee / account holder | $376 | $13,799-97.3% | $11,283-96.7% | $10,885-96.5% |