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 | $4,252 | $160,055-97.3% | $140,016-97.0% | $135,375-96.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 3.82% | 911.38%-907.6pp | 651.12%-647.3pp | 519.73%-515.9pp |
| Employer contribution / active EE | $5,055 | $6,420-21.3% | $5,606-9.8% | $4,779+5.8% |
| Participant deferral / active EE | $27,536 | $7,642+260.3% | $6,927+297.5% | $5,609+390.9% |
| Admin fee / account holder | $29,923 | $13,328+124.5% | $10,705+179.5% | $10,827+176.4% |