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 | $19,823 | $85,766-76.9% | $136,294-85.5% | $70,131-71.7% |
| Participation rate | 87.2% | 74.2%+13.1pp | 81.9%+5.3pp | 69.5%+17.7pp |
| Annual return | 456.99% | 31.45%+425.5pp | 5155.94%-4699.0pp | 73.14%+383.8pp |
| Employer contribution / active EE | $1,845 | $2,966-37.8% | $4,695-60.7% | $2,342-21.2% |
| Participant deferral / active EE | $5,699 | $5,051+12.8% | $6,247-8.8% | $3,332+71.0% |
| Admin fee / account holder | $798 | $5,420-85.3% | $9,243-91.4% | $4,645-82.8% |