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 | $23,487 | $171,865-86.3% | $149,718-84.3% | $147,584-84.1% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 33.30% | 2113.22%-2079.9pp | 1501.63%-1468.3pp | 578.55%-545.3pp |
| Employer contribution / active EE | $2,963 | $6,275-52.8% | $5,445-45.6% | $4,876-39.2% |
| Participant deferral / active EE | $6,027 | $7,271-17.1% | $6,569-8.3% | $5,439+10.8% |
| Admin fee / account holder | $2,353 | $13,799-82.9% | $11,283-79.1% | $10,885-78.4% |