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 6-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 | $17,619 | $175,202-89.9% | $149,673-88.2% | $139,434-87.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 39.90% | 166.71%-126.8pp | 134.42%-94.5pp | 372.94%-333.0pp |
| Employer contribution / active EE | $1,923 | $5,474-64.9% | $4,818-60.1% | $4,751-59.5% |
| Participant deferral / active EE | $2,404 | $6,519-63.1% | $5,680-57.7% | $6,710-64.2% |
| Admin fee / account holder | $404 | $16,150-97.5% | $13,210-96.9% | $11,403-96.5% |