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 | $11,337 | $121,625-90.7% | $104,607-89.2% | $158,922-92.9% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 50.96% | 465.26%-414.3pp | 340.46%-289.5pp | 302.83%-251.9pp |
| Employer contribution / active EE | $2,025 | $3,163-36.0% | $2,681-24.5% | $4,761-57.5% |
| Participant deferral / active EE | $3,810 | $4,177-8.8% | $3,740+1.9% | $5,982-36.3% |
| Admin fee / account holder | $668 | $7,787-91.4% | $6,473-89.7% | $11,246-94.1% |