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 | $11,860 | $150,440-92.1% | $136,294-91.3% | $147,584-92.0% |
| Participation rate | 95.7% | 84.4%+11.2pp | 81.9%+13.7pp | 82.8%+12.8pp |
| Annual return | 35.02% | 1049.08%-1014.1pp | 5155.94%-5120.9pp | 578.55%-543.5pp |
| Employer contribution / active EE | $2,822 | $5,256-46.3% | $4,695-39.9% | $4,876-42.1% |
| Participant deferral / active EE | $3,760 | $6,630-43.3% | $6,247-39.8% | $5,439-30.9% |
| Admin fee / account holder | $403 | $10,905-96.3% | $9,243-95.6% | $10,885-96.3% |