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 10-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 | $29,375 | $209,411-86.0% | $178,490-83.5% | $158,922-81.5% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 28.60% | 188.75%-160.1pp | 151.07%-122.5pp | 302.83%-274.2pp |
| Employer contribution / active EE | $2,107 | $5,706-63.1% | $5,011-57.9% | $4,761-55.7% |
| Participant deferral / active EE | $7,494 | $5,954+25.9% | $5,202+44.1% | $5,982+25.3% |
| Admin fee / account holder | $394 | $17,074-97.7% | $13,984-97.2% | $11,246-96.5% |