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 8-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 | $23,688 | $209,411-88.7% | $178,490-86.7% | $158,922-85.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.63% | 188.75%-176.1pp | 151.07%-138.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $4,089 | $5,706-28.3% | $5,011-18.4% | $4,761-14.1% |
| Participant deferral / active EE | $3,390 | $5,954-43.1% | $5,202-34.8% | $5,982-43.3% |
| Admin fee / account holder | $1,777 | $17,074-89.6% | $13,984-87.3% | $11,246-84.2% |