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 | $12,999 | $183,963-92.9% | $162,163-92.0% | $152,861-91.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.65% | 150.76%-127.1pp | 115.59%-91.9pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,352 | $6,371-63.1% | $5,614-58.1% | $4,762-50.6% |
| Participant deferral / active EE | $5,900 | $8,034-26.6% | $7,298-19.2% | $5,850+0.9% |
| Admin fee / account holder | $1,161 | $13,121-91.2% | $10,843-89.3% | $11,596-90.0% |