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 7-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 | $7,090 | $202,318-96.5% | $172,739-95.9% | $152,861-95.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 52.59% | 1029.65%-977.1pp | 802.84%-750.2pp | 345.32%-292.7pp |
| Employer contribution / active EE | $1,604 | $5,856-72.6% | $5,143-68.8% | $4,762-66.3% |
| Participant deferral / active EE | $2,584 | $5,948-56.6% | $5,198-50.3% | $5,850-55.8% |
| Admin fee / account holder | $728 | $17,109-95.7% | $13,954-94.8% | $11,596-93.7% |