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 6-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 | $15,938 | $124,281-87.2% | $109,143-85.4% | $167,490-90.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 446.86% | 26.04%+420.8pp | 25.75%+421.1pp | 478.56%-31.7pp |
| Employer contribution / active EE | $1,300 | $4,207-69.1% | $3,722-65.1% | $4,837-73.1% |
| Participant deferral / active EE | $3,810 | $5,255-27.5% | $4,653-18.1% | $6,341-39.9% |
| Admin fee / account holder | $574 | $7,970-92.8% | $6,752-91.5% | $12,309-95.3% |