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 | $19,176 | $183,963-89.6% | $162,163-88.2% | $152,861-87.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 2741.78% | 150.76%+2591.0pp | 115.59%+2626.2pp | 345.32%+2396.5pp |
| Employer contribution / active EE | $6,196 | $6,371-2.7% | $5,614+10.4% | $4,762+30.1% |
| Participant deferral / active EE | $6,196 | $8,034-22.9% | $7,298-15.1% | $5,850+5.9% |
| Admin fee / account holder | $148,725 | $13,121+1033.4% | $10,843+1271.7% | $11,596+1182.5% |