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 | $19,435 | $165,335-88.2% | $149,696-87.0% | $158,922-87.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 337.52% | 348.15%-10.6pp | 276.60%+60.9pp | 302.83%+34.7pp |
| Employer contribution / active EE | $970 | $5,103-81.0% | $4,644-79.1% | $4,761-79.6% |
| Participant deferral / active EE | $8,619 | $7,181+20.0% | $6,842+26.0% | $5,982+44.1% |
| Admin fee / account holder | $5,758 | $10,807-46.7% | $9,309-38.1% | $11,246-48.8% |