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 | $25,217 | $217,402-88.4% | $185,823-86.4% | $167,490-84.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.18% | 148.36%-129.2pp | 122.05%-102.9pp | 478.56%-459.4pp |
| Employer contribution / active EE | $10,100 | $5,873+72.0% | $5,167+95.5% | $4,837+108.8% |
| Participant deferral / active EE | $27,743 | $6,356+336.5% | $5,568+398.3% | $6,341+337.5% |
| Admin fee / account holder | $2,030 | $19,811-89.8% | $16,237-87.5% | $12,309-83.5% |