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 | $142 | $159,901-99.9% | $146,958-99.9% | $145,922-99.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.66% | 98.13%-87.5pp | 418.34%-407.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,290 | $5,286-56.7% | $4,933-53.6% | $4,660-50.9% |
| Participant deferral / active EE | $18,625 | $8,428+121.0% | $8,070+130.8% | $6,688+178.5% |
| Admin fee / account holder | $110,190 | $15,044+632.5% | $12,998+747.7% | $13,397+722.5% |