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 | $20,125 | $198,466-89.9% | $170,442-88.2% | $147,584-86.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 41.94% | 257.29%-215.4pp | 205.93%-164.0pp | 578.55%-536.6pp |
| Employer contribution / active EE | $6,681 | $6,184+8.0% | $5,433+23.0% | $4,876+37.0% |
| Participant deferral / active EE | $8,031 | $5,629+42.7% | $4,939+62.6% | $5,439+47.7% |
| Admin fee / account holder | $1,290 | $16,852-92.3% | $13,880-90.7% | $10,885-88.1% |