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 | $24,721 | $171,865-85.6% | $149,718-83.5% | $147,584-83.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.05% | 2113.22%-2091.2pp | 1501.63%-1479.6pp | 578.55%-556.5pp |
| Employer contribution / active EE | $6,318 | $6,275+0.7% | $5,445+16.0% | $4,876+29.6% |
| Participant deferral / active EE | $6,099 | $7,271-16.1% | $6,569-7.2% | $5,439+12.1% |
| Admin fee / account holder | $449 | $13,799-96.7% | $11,283-96.0% | $10,885-95.9% |