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 | $28,699 | $183,963-84.4% | $162,163-82.3% | $152,861-81.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 38.70% | 150.76%-112.1pp | 115.59%-76.9pp | 345.32%-306.6pp |
| Employer contribution / active EE | $1,900 | $6,371-70.2% | $5,614-66.2% | $4,762-60.1% |
| Participant deferral / active EE | $15,080 | $8,034+87.7% | $7,298+106.6% | $5,850+157.8% |
| Admin fee / account holder | $1,003 | $13,121-92.4% | $10,843-90.7% | $11,596-91.4% |