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 4-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 | $9,685 | $102,604-90.6% | $86,188-88.8% | $139,434-93.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 129.31% | 1922.51%-1793.2pp | 1168.45%-1039.1pp | 372.94%-243.6pp |
| Employer contribution / active EE | $4,005 | $3,032+32.1% | $2,380+68.3% | $4,751-15.7% |
| Participant deferral / active EE | $4,104 | $4,676-12.2% | $3,985+3.0% | $6,710-38.8% |
| Admin fee / account holder | $345 | $8,657-96.0% | $6,852-95.0% | $11,403-97.0% |