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 | $12,258 | $150,440-91.9% | $136,294-91.0% | $147,584-91.7% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 99.00% | 1049.08%-950.1pp | 5155.94%-5056.9pp | 578.55%-479.5pp |
| Employer contribution / active EE | $1,117 | $5,256-78.7% | $4,695-76.2% | $4,876-77.1% |
| Participant deferral / active EE | $3,806 | $6,630-42.6% | $6,247-39.1% | $5,439-30.0% |
| Admin fee / account holder | $623 | $10,905-94.3% | $9,243-93.3% | $10,885-94.3% |