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 | $24,479 | $217,402-88.7% | $185,823-86.8% | $167,490-85.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.46% | 148.36%-132.9pp | 122.05%-106.6pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,000 | $5,873-65.9% | $5,167-61.3% | $4,837-58.7% |
| Participant deferral / active EE | $4,125 | $6,356-35.1% | $5,568-25.9% | $6,341-34.9% |
| Admin fee / account holder | $1,888 | $19,811-90.5% | $16,237-88.4% | $12,309-84.7% |