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 | $15,558 | $209,411-92.6% | $178,490-91.3% | $158,922-90.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.75% | 188.75%-161.0pp | 151.07%-123.3pp | 302.83%-275.1pp |
| Employer contribution / active EE | $6,618 | $5,706+16.0% | $5,011+32.1% | $4,761+39.0% |
| Participant deferral / active EE | $4,296 | $5,954-27.9% | $5,202-17.4% | $5,982-28.2% |
| Admin fee / account holder | $1,335 | $17,074-92.2% | $13,984-90.5% | $11,246-88.1% |