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 8-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 | $16,880 | $227,553-92.6% | $189,557-91.1% | $167,490-89.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 20.65% | 78.40%-57.7pp | 64.17%-43.5pp | 478.56%-457.9pp |
| Employer contribution / active EE | $2,497 | $5,316-53.0% | $4,412-43.4% | $4,837-48.4% |
| Participant deferral / active EE | $7,067 | $7,002+0.9% | $6,174+14.5% | $6,341+11.4% |
| Admin fee / account holder | $11,293 | $11,878-4.9% | $9,807+15.1% | $12,309-8.3% |