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 | $16,668 | $150,187-88.9% | $120,354-86.2% | $145,922-88.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.43% | 154.07%-136.6pp | 107.15%-89.7pp | 561.29%-543.9pp |
| Employer contribution / active EE | $4,918 | $4,348+13.1% | $3,463+42.0% | $4,660+5.5% |
| Participant deferral / active EE | $7,504 | $6,173+21.6% | $4,991+50.3% | $6,688+12.2% |
| Admin fee / account holder | $2,912 | $12,207-76.1% | $9,423-69.1% | $13,397-78.3% |