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 | $28,583 | $202,318-85.9% | $172,739-83.5% | $152,861-81.3% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 30.11% | 1029.65%-999.5pp | 802.84%-772.7pp | 345.32%-315.2pp |
| Employer contribution / active EE | $2,379 | $5,856-59.4% | $5,143-53.7% | $4,762-50.0% |
| Participant deferral / active EE | $5,676 | $5,948-4.6% | $5,198+9.2% | $5,850-3.0% |
| Admin fee / account holder | $746 | $17,109-95.6% | $13,954-94.7% | $11,596-93.6% |