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 | $22,507 | $198,466-88.7% | $170,442-86.8% | $147,584-84.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.55% | 257.29%-230.7pp | 205.93%-179.4pp | 578.55%-552.0pp |
| Employer contribution / active EE | $2,101 | $6,184-66.0% | $5,433-61.3% | $4,876-56.9% |
| Participant deferral / active EE | $6,637 | $5,629+17.9% | $4,939+34.4% | $5,439+22.0% |
| Admin fee / account holder | $849 | $16,852-95.0% | $13,880-93.9% | $10,885-92.2% |