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 | $15,325 | $198,466-92.3% | $170,442-91.0% | $147,584-89.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.43% | 257.29%-245.9pp | 205.93%-194.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $6,655 | $6,184+7.6% | $5,433+22.5% | $4,876+36.5% |
| Participant deferral / active EE | $3,217 | $5,629-42.8% | $4,939-34.9% | $5,439-40.8% |
| Admin fee / account holder | $5,576 | $16,852-66.9% | $13,880-59.8% | $10,885-48.8% |