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 | $15,679 | $180,449-91.3% | $154,107-89.8% | $135,375-88.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 14.63% | 888.09%-873.5pp | 735.12%-720.5pp | 519.73%-505.1pp |
| Employer contribution / active EE | $5,595 | $6,035-7.3% | $5,298+5.6% | $4,779+17.1% |
| Participant deferral / active EE | $9,603 | $5,806+65.4% | $5,081+89.0% | $5,609+71.2% |
| Admin fee / account holder | $1,250 | $16,143-92.3% | $13,411-90.7% | $10,827-88.5% |