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 7-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 | $30,238 | $183,963-83.6% | $162,163-81.4% | $152,861-80.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.14% | 150.76%-125.6pp | 115.59%-90.5pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,214 | $6,371-65.2% | $5,614-60.6% | $4,762-53.5% |
| Participant deferral / active EE | $5,849 | $8,034-27.2% | $7,298-19.9% | $5,8500% |
| Admin fee / account holder | $882 | $13,121-93.3% | $10,843-91.9% | $11,596-92.4% |