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 3-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 | $15,080 | $159,901-90.6% | $146,958-89.7% | $145,922-89.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.54% | 98.13%-82.6pp | 418.34%-402.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $7,283 | $5,286+37.8% | $4,933+47.6% | $4,660+56.3% |
| Participant deferral / active EE | $4,932 | $8,428-41.5% | $8,070-38.9% | $6,688-26.2% |
| Admin fee / account holder | $548 | $15,044-96.4% | $12,998-95.8% | $13,397-95.9% |