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 | $13,083 | $171,865-92.4% | $149,718-91.3% | $147,584-91.1% |
| Participation rate | 86.7% | 88.2%-1.5pp | 87.1%-0.4pp | 82.8%+3.8pp |
| Annual return | 85.15% | 2113.22%-2028.1pp | 1501.63%-1416.5pp | 578.55%-493.4pp |
| Employer contribution / active EE | $2,582 | $6,275-58.8% | $5,445-52.6% | $4,876-47.0% |
| Participant deferral / active EE | $9,226 | $7,271+26.9% | $6,569+40.5% | $5,439+69.6% |
| Admin fee / account holder | $1,035 | $13,799-92.5% | $11,283-90.8% | $10,885-90.5% |