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 8-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 | $17,639 | $226,064-92.2% | $182,532-90.3% | $152,861-88.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 25.52% | 192.51%-167.0pp | 148.54%-123.0pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,237 | $4,978-75.2% | $4,076-69.7% | $4,762-74.0% |
| Participant deferral / active EE | $7,005 | $6,368+10.0% | $5,524+26.8% | $5,850+19.7% |
| Admin fee / account holder | $944 | $10,703-91.2% | $8,592-89.0% | $11,596-91.9% |