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 6-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 | $10,367 | $202,432-94.9% | $169,368-93.9% | $139,434-92.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.73% | 531.74%-515.0pp | 405.60%-388.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $3,000 | $4,692-36.1% | $4,013-25.2% | $4,751-36.9% |
| Participant deferral / active EE | $4,065 | $6,938-41.4% | $6,221-34.7% | $6,710-39.4% |
| Admin fee / account holder | $1,969 | $10,708-81.6% | $9,003-78.1% | $11,403-82.7% |