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 5-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 | $12,782 | $159,934-92.0% | $147,005-91.3% | $145,959-91.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.28% | 98.24%-88.0pp | 418.76%-408.5pp | 561.95%-551.7pp |
| Employer contribution / active EE | $1,657 | $5,287-68.7% | $4,934-66.4% | $4,661-64.4% |
| Participant deferral / active EE | $2,788 | $8,427-66.9% | $8,070-65.4% | $6,689-58.3% |
| Admin fee / account holder | $1,413 | $15,053-90.6% | $13,006-89.1% | $13,398-89.5% |