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 6-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 | $27,920 | $209,411-86.7% | $178,490-84.4% | $158,922-82.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.58% | 188.75%-174.2pp | 151.07%-136.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $4,794 | $5,706-16.0% | $5,011-4.3% | $4,761+0.7% |
| Participant deferral / active EE | $6,039 | $5,954+1.4% | $5,202+16.1% | $5,982+0.9% |
| Admin fee / account holder | $957 | $17,074-94.4% | $13,984-93.2% | $11,246-91.5% |