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 8-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 | $27,003 | $209,411-87.1% | $178,490-84.9% | $158,922-83.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.14% | 188.75%-166.6pp | 151.07%-128.9pp | 302.83%-280.7pp |
| Employer contribution / active EE | $3,064 | $5,706-46.3% | $5,011-38.9% | $4,761-35.6% |
| Participant deferral / active EE | $5,727 | $5,954-3.8% | $5,202+10.1% | $5,982-4.3% |
| Admin fee / account holder | $618 | $17,074-96.4% | $13,984-95.6% | $11,246-94.5% |