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 | $16,156 | $150,440-89.3% | $136,294-88.1% | $147,584-89.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.42% | 1049.08%-1030.7pp | 5155.94%-5137.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,878 | $5,256-64.3% | $4,695-60.0% | $4,876-61.5% |
| Participant deferral / active EE | $4,537 | $6,630-31.6% | $6,247-27.4% | $5,439-16.6% |
| Admin fee / account holder | $948 | $10,905-91.3% | $9,243-89.7% | $10,885-91.3% |