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 | $13,931 | $150,440-90.7% | $136,294-89.8% | $147,584-90.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 23.87% | 1049.08%-1025.2pp | 5155.94%-5132.1pp | 578.55%-554.7pp |
| Employer contribution / active EE | $4,271 | $5,256-18.8% | $4,695-9.1% | $4,876-12.4% |
| Participant deferral / active EE | $8,079 | $6,630+21.9% | $6,247+29.3% | $5,439+48.6% |
| Admin fee / account holder | $11,072 | $10,905+1.5% | $9,243+19.8% | $10,885+1.7% |