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 | $14,480 | $150,440-90.4% | $136,294-89.4% | $147,584-90.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.41% | 1049.08%-1036.7pp | 5155.94%-5143.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,846 | $5,256-64.9% | $4,695-60.7% | $4,876-62.1% |
| Participant deferral / active EE | $2,420 | $6,630-63.5% | $6,247-61.3% | $5,439-55.5% |
| Admin fee / account holder | $5,042 | $10,905-53.8% | $9,243-45.5% | $10,885-53.7% |