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 | $4,957 | $150,440-96.7% | $136,294-96.4% | $147,584-96.6% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 24.15% | 1049.08%-1024.9pp | 5155.94%-5131.8pp | 578.55%-554.4pp |
| Employer contribution / active EE | $2,029 | $5,256-61.4% | $4,695-56.8% | $4,876-58.4% |
| Participant deferral / active EE | $2,989 | $6,630-54.9% | $6,247-52.2% | $5,439-45.0% |
| Admin fee / account holder | $324 | $10,905-97.0% | $9,243-96.5% | $10,885-97.0% |