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 | $22,256 | $150,440-85.2% | $136,294-83.7% | $147,584-84.9% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 22.09% | 1049.08%-1027.0pp | 5155.94%-5133.8pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,976 | $5,256-62.4% | $4,695-57.9% | $4,876-59.5% |
| Participant deferral / active EE | $2,620 | $6,630-60.5% | $6,247-58.1% | $5,439-51.8% |
| Admin fee / account holder | $400 | $10,905-96.3% | $9,243-95.7% | $10,885-96.3% |