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 | $22,576 | $85,766-73.7% | $136,294-83.4% | $70,131-67.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 113.92% | 31.45%+82.5pp | 5155.94%-5042.0pp | 73.14%+40.8pp |
| Employer contribution / active EE | $8,204 | $2,966+176.6% | $4,695+74.7% | $2,342+250.2% |
| Participant deferral / active EE | $5,527 | $5,051+9.4% | $6,247-11.5% | $3,332+65.9% |
| Admin fee / account holder | $676 | $5,420-87.5% | $9,243-92.7% | $4,645-85.4% |