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 9-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 | $21,820 | $160,055-86.4% | $140,016-84.4% | $135,375-83.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 27.53% | 911.38%-883.9pp | 651.12%-623.6pp | 519.73%-492.2pp |
| Employer contribution / active EE | $2,099 | $6,420-67.3% | $5,606-62.6% | $4,779-56.1% |
| Participant deferral / active EE | $11,365 | $7,642+48.7% | $6,927+64.1% | $5,609+102.6% |
| Admin fee / account holder | $2,313 | $13,328-82.6% | $10,705-78.4% | $10,827-78.6% |