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 | $24,742 | $202,318-87.8% | $172,739-85.7% | $152,861-83.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.95% | 1029.65%-999.7pp | 802.84%-772.9pp | 345.32%-315.4pp |
| Employer contribution / active EE | $9,250 | $5,856+58.0% | $5,143+79.9% | $4,762+94.2% |
| Participant deferral / active EE | $4,752 | $5,948-20.1% | $5,198-8.6% | $5,850-18.8% |
| Admin fee / account holder | $3,282 | $17,109-80.8% | $13,954-76.5% | $11,596-71.7% |