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 9-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 | $23,381 | $202,318-88.4% | $172,739-86.5% | $152,861-84.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.38% | 1029.65%-1011.3pp | 802.84%-784.5pp | 345.32%-326.9pp |
| Employer contribution / active EE | $3,120 | $5,856-46.7% | $5,143-39.3% | $4,762-34.5% |
| Participant deferral / active EE | $4,771 | $5,948-19.8% | $5,198-8.2% | $5,850-18.5% |
| Admin fee / account holder | $882 | $17,109-94.8% | $13,954-93.7% | $11,596-92.4% |