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 | $22,993 | $209,411-89.0% | $178,490-87.1% | $158,922-85.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 35.06% | 188.75%-153.7pp | 151.07%-116.0pp | 302.83%-267.8pp |
| Employer contribution / active EE | $3,254 | $5,706-43.0% | $5,011-35.0% | $4,761-31.6% |
| Participant deferral / active EE | $7,434 | $5,954+24.9% | $5,202+42.9% | $5,982+24.3% |
| Admin fee / account holder | $830 | $17,074-95.1% | $13,984-94.1% | $11,246-92.6% |