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 7-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 | $30,990 | $183,963-83.2% | $162,163-80.9% | $152,861-79.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.86% | 150.76%-125.9pp | 115.59%-90.7pp | 345.32%-320.5pp |
| Employer contribution / active EE | $10,438 | $6,371+63.8% | $5,614+85.9% | $4,762+119.2% |
| Participant deferral / active EE | $15,095 | $8,034+87.9% | $7,298+106.8% | $5,850+158.0% |
| Admin fee / account holder | $3,358 | $13,121-74.4% | $10,843-69.0% | $11,596-71.0% |