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 9-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 | $7,752 | $202,318-96.2% | $172,739-95.5% | $152,861-94.9% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.4%+8.9pp |
| Annual return | 115.83% | 1029.65%-913.8pp | 802.84%-687.0pp | 345.32%-229.5pp |
| Employer contribution / active EE | $1,525 | $5,856-74.0% | $5,143-70.3% | $4,762-68.0% |
| Participant deferral / active EE | $2,157 | $5,948-63.7% | $5,198-58.5% | $5,850-63.1% |
| Admin fee / account holder | $402 | $17,109-97.6% | $13,954-97.1% | $11,596-96.5% |