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 | $13,887 | $185,200-92.5% | $142,863-90.3% | $167,490-91.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.00% | 8555.70%-8541.7pp | 5637.54%-5623.5pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,167 | $5,604-61.3% | $4,144-47.7% | $4,837-55.2% |
| Participant deferral / active EE | $8,959 | $4,494+99.4% | $3,837+133.5% | $6,341+41.3% |
| Admin fee / account holder | $604,072 | $8,031+7421.7% | $6,560+9107.8% | $12,309+4807.6% |