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 | $11,820 | $124,281-90.5% | $109,143-89.2% | $167,490-92.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 49.98% | 26.04%+23.9pp | 25.75%+24.2pp | 478.56%-428.6pp |
| Employer contribution / active EE | $1,132 | $4,207-73.1% | $3,722-69.6% | $4,837-76.6% |
| Participant deferral / active EE | $10,742 | $5,255+104.4% | $4,653+130.9% | $6,341+69.4% |
| Admin fee / account holder | $471 | $7,970-94.1% | $6,752-93.0% | $12,309-96.2% |