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 | $8,702 | $210,648-95.9% | $177,989-95.1% | $145,922-94.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.46% | 385.86%-377.4pp | 294.48%-286.0pp | 561.29%-552.8pp |
| Employer contribution / active EE | $2,505 | $4,565-45.1% | $3,949-36.6% | $4,660-46.2% |
| Participant deferral / active EE | $2,505 | $6,958-64.0% | $6,276-60.1% | $6,688-62.5% |
| Admin fee / account holder | $75,303 | $12,013+526.9% | $10,363+626.6% | $13,397+462.1% |