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 | $14,065 | $77,145-81.8% | $108,410-87.0% | $85,850-83.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 50.40% | 44.54%+5.9pp | 905.27%-854.9pp | 318.53%-268.1pp |
| Employer contribution / active EE | $4,705 | $2,379+97.7% | $3,558+32.2% | $2,565+83.4% |
| Participant deferral / active EE | $9,862 | $5,566+77.2% | $6,563+50.3% | $3,952+149.6% |
| Admin fee / account holder | $2,177 | $5,172-57.9% | $7,295-70.2% | $6,260-65.2% |