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 | $12,239 | $202,318-94.0% | $172,739-92.9% | $152,861-92.0% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 18.29% | 1029.65%-1011.4pp | 802.84%-784.5pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,277 | $5,856-61.1% | $5,143-55.7% | $4,762-52.2% |
| Participant deferral / active EE | $3,438 | $5,948-42.2% | $5,198-33.9% | $5,850-41.2% |
| Admin fee / account holder | $7,399 | $17,109-56.8% | $13,954-47.0% | $11,596-36.2% |