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 | $22,891 | $171,865-86.7% | $149,718-84.7% | $147,584-84.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.45% | 2113.22%-2100.8pp | 1501.63%-1489.2pp | 578.55%-566.1pp |
| Employer contribution / active EE | $2,723 | $6,275-56.6% | $5,445-50.0% | $4,876-44.2% |
| Participant deferral / active EE | $5,246 | $7,271-27.9% | $6,569-20.1% | $5,439-3.6% |
| Admin fee / account holder | $14,944 | $13,799+8.3% | $11,283+32.5% | $10,885+37.3% |