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 | $24,732 | $202,318-87.8% | $172,739-85.7% | $152,861-83.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.07% | 1029.65%-1014.6pp | 802.84%-787.8pp | 345.32%-330.2pp |
| Employer contribution / active EE | $1,726 | $5,856-70.5% | $5,143-66.4% | $4,762-63.8% |
| Participant deferral / active EE | $4,087 | $5,948-31.3% | $5,198-21.4% | $5,850-30.1% |
| Admin fee / account holder | $548 | $17,109-96.8% | $13,954-96.1% | $11,596-95.3% |