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 6-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 | $15,390 | $124,281-87.6% | $109,143-85.9% | $167,490-90.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 294.76% | 26.04%+268.7pp | 25.75%+269.0pp | 478.56%-183.8pp |
| Employer contribution / active EE | $1,312 | $4,207-68.8% | $3,722-64.7% | $4,837-72.9% |
| Participant deferral / active EE | $5,227 | $5,255-0.5% | $4,653+12.3% | $6,341-17.6% |
| Admin fee / account holder | $5,013 | $7,970-37.1% | $6,752-25.8% | $12,309-59.3% |