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 7-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 | $19,799 | $165,335-88.0% | $149,696-86.8% | $158,922-87.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 618.38% | 348.15%+270.2pp | 276.60%+341.8pp | 302.83%+315.6pp |
| Employer contribution / active EE | $3,934 | $5,103-22.9% | $4,644-15.3% | $4,761-17.4% |
| Participant deferral / active EE | $10,580 | $7,181+47.3% | $6,842+54.6% | $5,982+76.9% |
| Admin fee / account holder | $1,169 | $10,807-89.2% | $9,309-87.4% | $11,246-89.6% |