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 5-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 | $9,886 | $138,044-92.8% | $125,339-92.1% | $134,475-92.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 73.25% | 750.33%-677.1pp | 572.05%-498.8pp | 417.96%-344.7pp |
| Employer contribution / active EE | $3,612 | $5,243-31.1% | $4,814-25.0% | $4,740-23.8% |
| Participant deferral / active EE | $5,701 | $7,799-26.9% | $7,446-23.4% | $6,400-10.9% |
| Admin fee / account holder | $1,110 | $11,571-90.4% | $10,010-88.9% | $11,426-90.3% |