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 6-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 | $8,884 | $109,817-91.9% | $98,442-91.0% | $167,490-94.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 26.47% | 1956.69%-1930.2pp | 1492.73%-1466.3pp | 478.56%-452.1pp |
| Employer contribution / active EE | $4,050 | $3,224+25.6% | $2,960+36.8% | $4,837-16.3% |
| Participant deferral / active EE | $3,300 | $4,673-29.4% | $4,276-22.8% | $6,341-48.0% |
| Admin fee / account holder | $655 | $6,753-90.3% | $5,949-89.0% | $12,309-94.7% |