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 3-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 | $15,806 | $159,901-90.1% | $146,958-89.2% | $145,922-89.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 72.32% | 98.13%-25.8pp | 418.34%-346.0pp | 561.29%-489.0pp |
| Employer contribution / active EE | $1,269 | $5,286-76.0% | $4,933-74.3% | $4,660-72.8% |
| Participant deferral / active EE | $2,587 | $8,428-69.3% | $8,070-67.9% | $6,688-61.3% |
| Admin fee / account holder | $6,139 | $15,044-59.2% | $12,998-52.8% | $13,397-54.2% |