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 | $12,309 | $183,963-93.3% | $162,163-92.4% | $152,861-91.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 51.22% | 150.76%-99.5pp | 115.59%-64.4pp | 345.32%-294.1pp |
| Employer contribution / active EE | $2,396 | $6,371-62.4% | $5,614-57.3% | $4,762-49.7% |
| Participant deferral / active EE | $3,066 | $8,034-61.8% | $7,298-58.0% | $5,850-47.6% |
| Admin fee / account holder | $957 | $13,121-92.7% | $10,843-91.2% | $11,596-91.8% |