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 8-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 | $17,278 | $112,881-84.7% | $90,951-81.0% | $158,922-89.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 89.19% | 215.79%-126.6pp | 134.60%-45.4pp | 302.83%-213.6pp |
| Employer contribution / active EE | $13,750 | $2,893+375.3% | $2,122+548.0% | $4,761+188.8% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,862 | $8,041-76.8% | $5,959-68.8% | $11,246-83.4% |