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 | $21,985 | $209,411-89.5% | $178,490-87.7% | $158,922-86.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.78% | 188.75%-168.0pp | 151.07%-130.3pp | 302.83%-282.0pp |
| Employer contribution / active EE | $2,808 | $5,706-50.8% | $5,011-44.0% | $4,761-41.0% |
| Participant deferral / active EE | $6,966 | $5,954+17.0% | $5,202+33.9% | $5,982+16.4% |
| Admin fee / account holder | $3,387 | $17,074-80.2% | $13,984-75.8% | $11,246-69.9% |