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 | $22,546 | $209,411-89.2% | $178,490-87.4% | $158,922-85.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.85% | 188.75%-163.9pp | 151.07%-126.2pp | 302.83%-278.0pp |
| Employer contribution / active EE | $2,105 | $5,706-63.1% | $5,011-58.0% | $4,761-55.8% |
| Participant deferral / active EE | $9,395 | $5,954+57.8% | $5,202+80.6% | $5,982+57.0% |
| Admin fee / account holder | $469 | $17,074-97.3% | $13,984-96.6% | $11,246-95.8% |