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 | $7,473 | $198,466-96.2% | $170,442-95.6% | $147,584-94.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.62% | 257.29%-231.7pp | 205.93%-180.3pp | 578.55%-552.9pp |
| Employer contribution / active EE | $1,592 | $6,184-74.3% | $5,433-70.7% | $4,876-67.4% |
| Participant deferral / active EE | $3,765 | $5,629-33.1% | $4,939-23.8% | $5,439-30.8% |
| Admin fee / account holder | $360 | $16,852-97.9% | $13,880-97.4% | $10,885-96.7% |