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 | $13,290 | $157,256-91.5% | $141,162-90.6% | $152,861-91.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 704.76% | 64.32%+640.4pp | 71.39%+633.4pp | 345.32%+359.4pp |
| Employer contribution / active EE | $2,884 | $5,261-45.2% | $4,735-39.1% | $4,762-39.4% |
| Participant deferral / active EE | $5,205 | $7,109-26.8% | $6,709-22.4% | $5,850-11.0% |
| Admin fee / account holder | $435 | $12,120-96.4% | $10,261-95.8% | $11,596-96.3% |