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 | $11,859 | $181,894-93.5% | $156,549-92.4% | $273,961-95.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 62.71% | 30.74%+32.0pp | 32.23%+30.5pp | 41.45%+21.3pp |
| Employer contribution / active EE | $16,419 | $6,248+162.8% | $5,501+198.5% | $4,869+237.2% |
| Participant deferral / active EE | $10,579 | $5,550+90.6% | $4,871+117.2% | $5,287+100.1% |
| Admin fee / account holder | $554 | $15,559-96.4% | $13,027-95.7% | $10,132-94.5% |