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 | $20,471 | $150,440-86.4% | $136,294-85.0% | $147,584-86.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 29.41% | 1049.08%-1019.7pp | 5155.94%-5126.5pp | 578.55%-549.1pp |
| Employer contribution / active EE | $2,427 | $5,256-53.8% | $4,695-48.3% | $4,876-50.2% |
| Participant deferral / active EE | $7,257 | $6,630+9.4% | $6,247+16.2% | $5,439+33.4% |
| Admin fee / account holder | $788 | $10,905-92.8% | $9,243-91.5% | $10,885-92.8% |