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 | $25,222 | $209,411-88.0% | $178,490-85.9% | $158,922-84.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 32.10% | 188.75%-156.7pp | 151.07%-119.0pp | 302.83%-270.7pp |
| Employer contribution / active EE | $1,211 | $5,706-78.8% | $5,011-75.8% | $4,761-74.6% |
| Participant deferral / active EE | $2,616 | $5,954-56.1% | $5,202-49.7% | $5,982-56.3% |
| Admin fee / account holder | $1,333 | $17,074-92.2% | $13,984-90.5% | $11,246-88.1% |