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 | $10,152 | $209,832-95.2% | $189,513-94.6% | $167,490-93.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.22% | 748.27%-738.1pp | 555.15%-544.9pp | 478.56%-468.3pp |
| Employer contribution / active EE | $2,041 | $6,914-70.5% | $6,162-66.9% | $4,837-57.8% |
| Participant deferral / active EE | $4,399 | $8,935-50.8% | $8,221-46.5% | $6,341-30.6% |
| Admin fee / account holder | $15,570 | $14,293+8.9% | $12,045+29.3% | $12,309+26.5% |