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 9-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 | $12,598 | $150,440-91.6% | $136,294-90.8% | $147,584-91.5% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 45.87% | 1049.08%-1003.2pp | 5155.94%-5110.1pp | 578.55%-532.7pp |
| Employer contribution / active EE | $3,014 | $5,256-42.7% | $4,695-35.8% | $4,876-38.2% |
| Participant deferral / active EE | $4,992 | $6,630-24.7% | $6,247-20.1% | $5,439-8.2% |
| Admin fee / account holder | $1,022 | $10,905-90.6% | $9,243-88.9% | $10,885-90.6% |