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 | $27,115 | $209,832-87.1% | $189,513-85.7% | $167,490-83.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.19% | 748.27%-738.1pp | 555.15%-545.0pp | 478.56%-468.4pp |
| Employer contribution / active EE | $2,835 | $6,914-59.0% | $6,162-54.0% | $4,837-41.4% |
| Participant deferral / active EE | $10,711 | $8,935+19.9% | $8,221+30.3% | $6,341+68.9% |
| Admin fee / account holder | $84,695 | $14,293+492.5% | $12,045+603.2% | $12,309+588.1% |