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 3-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 | $12,873 | $171,865-92.5% | $149,718-91.4% | $147,584-91.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.71% | 2113.22%-2100.5pp | 1501.63%-1488.9pp | 578.55%-565.8pp |
| Employer contribution / active EE | $3,493 | $6,275-44.3% | $5,445-35.9% | $4,876-28.4% |
| Participant deferral / active EE | $8,304 | $7,271+14.2% | $6,569+26.4% | $5,439+52.7% |
| Admin fee / account holder | $543 | $13,799-96.1% | $11,283-95.2% | $10,885-95.0% |