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 10-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 | $13,655 | $209,411-93.5% | $178,490-92.3% | $158,922-91.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.98% | 188.75%-180.8pp | 151.07%-143.1pp | 302.83%-294.8pp |
| Employer contribution / active EE | $1,223 | $5,706-78.6% | $5,011-75.6% | $4,761-74.3% |
| Participant deferral / active EE | $3,794 | $5,954-36.3% | $5,202-27.1% | $5,982-36.6% |
| Admin fee / account holder | $5,769 | $17,074-66.2% | $13,984-58.7% | $11,246-48.7% |