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 | $14,525 | $165,335-91.2% | $149,696-90.3% | $158,922-90.9% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 99.67% | 348.15%-248.5pp | 276.60%-176.9pp | 302.83%-203.2pp |
| Employer contribution / active EE | $1,710 | $5,103-66.5% | $4,644-63.2% | $4,761-64.1% |
| Participant deferral / active EE | $3,300 | $7,181-54.1% | $6,842-51.8% | $5,982-44.8% |
| Admin fee / account holder | $2,594 | $10,807-76.0% | $9,309-72.1% | $11,246-76.9% |