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 7-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 | $68,416 | $495,011-86.2% | $442,409-84.5% | $357,791-80.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 15.16% | 92.83%-77.7pp | 90.53%-75.4pp | 396.79%-381.6pp |
| Employer contribution / active EE | $0 | $8,270-100.0% | $7,697-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $7,613-100.0% | $7,555-100.0% | $5,521-100.0% |
| Admin fee / account holder | $1,594 | $60,147-97.3% | $51,603-96.9% | $28,387-94.4% |