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 | $18,457 | $202,318-90.9% | $172,739-89.3% | $152,861-87.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.39% | 1029.65%-1016.3pp | 802.84%-789.5pp | 345.32%-331.9pp |
| Employer contribution / active EE | $2,888 | $5,856-50.7% | $5,143-43.9% | $4,762-39.4% |
| Participant deferral / active EE | $2,414 | $5,948-59.4% | $5,198-53.6% | $5,850-58.7% |
| Admin fee / account holder | $1,343 | $17,109-92.2% | $13,954-90.4% | $11,596-88.4% |