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 | $16,949 | $217,402-92.2% | $185,823-90.9% | $167,490-89.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.13% | 148.36%-129.2pp | 122.05%-102.9pp | 478.56%-459.4pp |
| Employer contribution / active EE | $1,562 | $5,873-73.4% | $5,167-69.8% | $4,837-67.7% |
| Participant deferral / active EE | $6,144 | $6,356-3.3% | $5,568+10.3% | $6,341-3.1% |
| Admin fee / account holder | $372 | $19,811-98.1% | $16,237-97.7% | $12,309-97.0% |