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 | $27,361 | $209,411-86.9% | $178,490-84.7% | $158,922-82.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 43.96% | 188.75%-144.8pp | 151.07%-107.1pp | 302.83%-258.9pp |
| Employer contribution / active EE | $2,368 | $5,706-58.5% | $5,011-52.8% | $4,761-50.3% |
| Participant deferral / active EE | $13,000 | $5,954+118.3% | $5,202+149.9% | $5,982+117.3% |
| Admin fee / account holder | $3,324 | $17,074-80.5% | $13,984-76.2% | $11,246-70.4% |