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 | $11,014 | $217,402-94.9% | $185,823-94.1% | $167,490-93.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.23% | 148.36%-124.1pp | 122.05%-97.8pp | 478.56%-454.3pp |
| Employer contribution / active EE | $1,861 | $5,873-68.3% | $5,167-64.0% | $4,837-61.5% |
| Participant deferral / active EE | $5,541 | $6,356-12.8% | $5,568-0.5% | $6,341-12.6% |
| Admin fee / account holder | $658 | $19,811-96.7% | $16,237-95.9% | $12,309-94.7% |