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 | $21,741 | $150,440-85.5% | $136,294-84.0% | $147,584-85.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 257.28% | 1049.08%-791.8pp | 5155.94%-4898.7pp | 578.55%-321.3pp |
| Employer contribution / active EE | $5,354 | $5,256+1.9% | $4,695+14.0% | $4,876+9.8% |
| Participant deferral / active EE | $4,573 | $6,630-31.0% | $6,247-26.8% | $5,439-15.9% |
| Admin fee / account holder | $5,000 | $10,905-54.2% | $9,243-45.9% | $10,885-54.1% |