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 | $25,935 | $171,865-84.9% | $149,718-82.7% | $147,584-82.4% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 17.18% | 2113.22%-2096.0pp | 1501.63%-1484.4pp | 578.55%-561.4pp |
| Employer contribution / active EE | $4,690 | $6,275-25.3% | $5,445-13.9% | $4,876-3.8% |
| Participant deferral / active EE | $3,063 | $7,271-57.9% | $6,569-53.4% | $5,439-43.7% |
| Admin fee / account holder | $822 | $13,799-94.0% | $11,283-92.7% | $10,885-92.4% |