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 5-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 | $27,280 | $209,832-87.0% | $189,513-85.6% | $167,490-83.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.02% | 748.27%-730.3pp | 555.15%-537.1pp | 478.56%-460.5pp |
| Employer contribution / active EE | $3,420 | $6,914-50.5% | $6,162-44.5% | $4,837-29.3% |
| Participant deferral / active EE | $11,564 | $8,935+29.4% | $8,221+40.7% | $6,341+82.4% |
| Admin fee / account holder | $2,016 | $14,293-85.9% | $12,045-83.3% | $12,309-83.6% |