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 7-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 | $13,561 | $202,318-93.3% | $172,739-92.1% | $152,861-91.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 46.75% | 1029.65%-982.9pp | 802.84%-756.1pp | 345.32%-298.6pp |
| Employer contribution / active EE | $2,502 | $5,856-57.3% | $5,143-51.3% | $4,762-47.5% |
| Participant deferral / active EE | $7,288 | $5,948+22.5% | $5,198+40.2% | $5,850+24.6% |
| Admin fee / account holder | $463 | $17,109-97.3% | $13,954-96.7% | $11,596-96.0% |