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 | $14,810 | $159,901-90.7% | $146,958-89.9% | $145,922-89.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.68% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,955 | $5,286-25.2% | $4,933-19.8% | $4,660-15.1% |
| Participant deferral / active EE | $7,199 | $8,428-14.6% | $8,070-10.8% | $6,688+7.6% |
| Admin fee / account holder | $306 | $15,044-98.0% | $12,998-97.6% | $13,397-97.7% |