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 | $13,639 | $202,318-93.3% | $172,739-92.1% | $152,861-91.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 525.94% | 1029.65%-503.7pp | 802.84%-276.9pp | 345.32%+180.6pp |
| Employer contribution / active EE | $5,116 | $5,856-12.6% | $5,143-0.5% | $4,762+7.4% |
| Participant deferral / active EE | $5,981 | $5,948+0.6% | $5,198+15.1% | $5,850+2.2% |
| Admin fee / account holder | $2,007 | $17,109-88.3% | $13,954-85.6% | $11,596-82.7% |