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 | $12,897 | $150,440-91.4% | $136,294-90.5% | $147,584-91.3% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 63.53% | 1049.08%-985.6pp | 5155.94%-5092.4pp | 578.55%-515.0pp |
| Employer contribution / active EE | $2,376 | $5,256-54.8% | $4,695-49.4% | $4,876-51.3% |
| Participant deferral / active EE | $3,660 | $6,630-44.8% | $6,247-41.4% | $5,439-32.7% |
| Admin fee / account holder | $313 | $10,905-97.1% | $9,243-96.6% | $10,885-97.1% |