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 | $22,344 | $202,318-89.0% | $172,739-87.1% | $152,861-85.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 65.28% | 1029.65%-964.4pp | 802.84%-737.6pp | 345.32%-280.0pp |
| Employer contribution / active EE | $1,844 | $5,856-68.5% | $5,143-64.1% | $4,762-61.3% |
| Participant deferral / active EE | $2,330 | $5,948-60.8% | $5,198-55.2% | $5,850-60.2% |
| Admin fee / account holder | $743 | $17,109-95.7% | $13,954-94.7% | $11,596-93.6% |