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 9-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 | $24,252 | $202,318-88.0% | $172,739-86.0% | $152,861-84.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 31.76% | 1029.65%-997.9pp | 802.84%-771.1pp | 345.32%-313.6pp |
| Employer contribution / active EE | $2,118 | $5,856-63.8% | $5,143-58.8% | $4,762-55.5% |
| Participant deferral / active EE | $10,758 | $5,948+80.9% | $5,198+107.0% | $5,850+83.9% |
| Admin fee / account holder | $397 | $17,109-97.7% | $13,954-97.2% | $11,596-96.6% |