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 | $15,920 | $209,411-92.4% | $178,490-91.1% | $158,922-90.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.30% | 188.75%-164.4pp | 151.07%-126.8pp | 302.83%-278.5pp |
| Employer contribution / active EE | $11,497 | $5,706+101.5% | $5,011+129.4% | $4,761+141.5% |
| Participant deferral / active EE | $5,238 | $5,954-12.0% | $5,202+0.7% | $5,982-12.4% |
| Admin fee / account holder | $382 | $17,074-97.8% | $13,984-97.3% | $11,246-96.6% |