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 | $13,151 | $202,318-93.5% | $172,739-92.4% | $152,861-91.4% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.4%+12.8pp |
| Annual return | 37.20% | 1029.65%-992.5pp | 802.84%-765.6pp | 345.32%-308.1pp |
| Employer contribution / active EE | $2,930 | $5,856-50.0% | $5,143-43.0% | $4,762-38.5% |
| Participant deferral / active EE | $4,066 | $5,948-31.6% | $5,198-21.8% | $5,850-30.5% |
| Admin fee / account holder | $971 | $17,109-94.3% | $13,954-93.0% | $11,596-91.6% |