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 8-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 | $20,100 | $202,318-90.1% | $172,739-88.4% | $152,861-86.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 37.90% | 1029.65%-991.7pp | 802.84%-764.9pp | 345.32%-307.4pp |
| Employer contribution / active EE | $2,243 | $5,856-61.7% | $5,143-56.4% | $4,762-52.9% |
| Participant deferral / active EE | $5,921 | $5,948-0.5% | $5,198+13.9% | $5,850+1.2% |
| Admin fee / account holder | $960 | $17,109-94.4% | $13,954-93.1% | $11,596-91.7% |