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 | $15,200 | $86,286-82.4% | $111,297-86.3% | $85,850-82.3% |
| Participation rate | 97.2% | 73.3%+23.9pp | 77.3%+19.9pp | 69.3%+27.9pp |
| Annual return | 102.87% | 19.99%+82.9pp | 54.65%+48.2pp | 318.53%-215.7pp |
| Employer contribution / active EE | $10,917 | $2,043+434.3% | $2,731+299.7% | $2,565+325.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,674 | $8,188-79.6% | $7,964-79.0% | $6,260-73.3% |