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 | $23,109 | $150,440-84.6% | $136,294-83.0% | $147,584-84.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.93% | 1049.08%-1037.2pp | 5155.94%-5144.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $9,339 | $5,256+77.7% | $4,695+98.9% | $4,876+91.5% |
| Participant deferral / active EE | $2,178 | $6,630-67.2% | $6,247-65.1% | $5,439-60.0% |
| Admin fee / account holder | $1,208 | $10,905-88.9% | $9,243-86.9% | $10,885-88.9% |