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 | $6,697 | $150,440-95.5% | $136,294-95.1% | $147,584-95.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.80% | 1049.08%-1030.3pp | 5155.94%-5137.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,718 | $5,256-67.3% | $4,695-63.4% | $4,876-64.8% |
| Participant deferral / active EE | $2,975 | $6,630-55.1% | $6,247-52.4% | $5,439-45.3% |
| Admin fee / account holder | $814 | $10,905-92.5% | $9,243-91.2% | $10,885-92.5% |