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 | $23,237 | $209,832-88.9% | $189,513-87.7% | $167,490-86.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.24% | 748.27%-733.0pp | 555.15%-539.9pp | 478.56%-463.3pp |
| Employer contribution / active EE | $3,687 | $6,914-46.7% | $6,162-40.2% | $4,837-23.8% |
| Participant deferral / active EE | $9,026 | $8,935+1.0% | $8,221+9.8% | $6,341+42.3% |
| Admin fee / account holder | $456 | $14,293-96.8% | $12,045-96.2% | $12,309-96.3% |