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 10-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 | $4,211 | $111,724-96.2% | $93,606-95.5% | $145,922-97.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.49% | 202.98%-194.5pp | 133.20%-124.7pp | 561.29%-552.8pp |
| Employer contribution / active EE | $12,511 | $3,090+304.9% | $2,420+417.0% | $4,660+168.5% |
| Participant deferral / active EE | $17,977 | $4,912+266.0% | $4,411+307.5% | $6,688+168.8% |
| Admin fee / account holder | $83,602 | $10,250+715.6% | $8,285+909.1% | $13,397+524.0% |