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 9-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 | $16,284 | $180,449-91.0% | $154,107-89.4% | $135,375-88.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.56% | 888.09%-882.5pp | 735.12%-729.6pp | 519.73%-514.2pp |
| Employer contribution / active EE | $2,355 | $6,035-61.0% | $5,298-55.5% | $4,779-50.7% |
| Participant deferral / active EE | $2,361 | $5,806-59.3% | $5,081-53.5% | $5,609-57.9% |
| Admin fee / account holder | $1,124 | $16,143-93.0% | $13,411-91.6% | $10,827-89.6% |