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 | $24,991 | $198,466-87.4% | $170,442-85.3% | $147,584-83.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.06% | 257.29%-240.2pp | 205.93%-188.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,105 | $6,184-66.0% | $5,433-61.3% | $4,876-56.8% |
| Participant deferral / active EE | $4,588 | $5,629-18.5% | $4,939-7.1% | $5,439-15.6% |
| Admin fee / account holder | $1,931 | $16,852-88.5% | $13,880-86.1% | $10,885-82.3% |