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 | $20,828 | $85,766-75.7% | $136,294-84.7% | $70,131-70.3% |
| Participation rate | 96.2% | 74.2%+22.0pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 125.39% | 31.45%+93.9pp | 5155.94%-5030.5pp | 73.14%+52.3pp |
| Employer contribution / active EE | $3,888 | $2,966+31.1% | $4,695-17.2% | $2,342+66.0% |
| Participant deferral / active EE | $9,361 | $5,051+85.3% | $6,247+49.8% | $3,332+181.0% |
| Admin fee / account holder | $1,773 | $5,420-67.3% | $9,243-80.8% | $4,645-61.8% |