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 5-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 | $18,602 | $165,335-88.7% | $149,696-87.6% | $158,922-88.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 76.83% | 348.15%-271.3pp | 276.60%-199.8pp | 302.83%-226.0pp |
| Employer contribution / active EE | $4,063 | $5,103-20.4% | $4,644-12.5% | $4,761-14.7% |
| Participant deferral / active EE | $7,861 | $7,181+9.5% | $6,842+14.9% | $5,982+31.4% |
| Admin fee / account holder | $315 | $10,807-97.1% | $9,309-96.6% | $11,246-97.2% |