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 | $24,989 | $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 | 31.22% | 257.29%-226.1pp | 205.93%-174.7pp | 578.55%-547.3pp |
| Employer contribution / active EE | $4,598 | $6,184-25.6% | $5,433-15.4% | $4,876-5.7% |
| Participant deferral / active EE | $8,227 | $5,629+46.1% | $4,939+66.5% | $5,439+51.3% |
| Admin fee / account holder | $395 | $16,852-97.7% | $13,880-97.2% | $10,885-96.4% |