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 | $31,755 | $209,832-84.9% | $189,513-83.2% | $167,490-81.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.56% | 748.27%-732.7pp | 555.15%-539.6pp | 478.56%-463.0pp |
| Employer contribution / active EE | $5,788 | $6,914-16.3% | $6,162-6.1% | $4,837+19.7% |
| Participant deferral / active EE | $9,474 | $8,935+6.0% | $8,221+15.2% | $6,341+49.4% |
| Admin fee / account holder | $6,616 | $14,293-53.7% | $12,045-45.1% | $12,309-46.3% |