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 | $20,945 | $209,411-90.0% | $178,490-88.3% | $158,922-86.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.25% | 188.75%-170.5pp | 151.07%-132.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $3,118 | $5,706-45.4% | $5,011-37.8% | $4,761-34.5% |
| Participant deferral / active EE | $6,258 | $5,954+5.1% | $5,202+20.3% | $5,982+4.6% |
| Admin fee / account holder | $1,778 | $17,074-89.6% | $13,984-87.3% | $11,246-84.2% |