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 | $15,672 | $202,318-92.3% | $172,739-90.9% | $152,861-89.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.37% | 1029.65%-1014.3pp | 802.84%-787.5pp | 345.32%-329.9pp |
| Employer contribution / active EE | $3,168 | $5,856-45.9% | $5,143-38.4% | $4,762-33.5% |
| Participant deferral / active EE | $6,000 | $5,948+0.9% | $5,198+15.4% | $5,850+2.6% |
| Admin fee / account holder | $637 | $17,109-96.3% | $13,954-95.4% | $11,596-94.5% |