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 | $29,219 | $198,466-85.3% | $170,442-82.9% | $147,584-80.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.91% | 257.29%-244.4pp | 205.93%-193.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $6,358 | $6,184+2.8% | $5,433+17.0% | $4,876+30.4% |
| Participant deferral / active EE | $5,659 | $5,629+0.5% | $4,939+14.6% | $5,439+4.1% |
| Admin fee / account holder | $347 | $16,852-97.9% | $13,880-97.5% | $10,885-96.8% |