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 | $16,965 | $150,440-88.7% | $136,294-87.6% | $147,584-88.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.65% | 1049.08%-1025.4pp | 5155.94%-5132.3pp | 578.55%-554.9pp |
| Employer contribution / active EE | $6,869 | $5,256+30.7% | $4,695+46.3% | $4,876+40.9% |
| Participant deferral / active EE | $4,625 | $6,630-30.2% | $6,247-26.0% | $5,439-15.0% |
| Admin fee / account holder | $596 | $10,905-94.5% | $9,243-93.6% | $10,885-94.5% |