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 9-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 | $26,756 | $198,466-86.5% | $170,442-84.3% | $147,584-81.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.05% | 257.29%-240.2pp | 205.93%-188.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $3,190 | $6,184-48.4% | $5,433-41.3% | $4,876-34.6% |
| Participant deferral / active EE | $2,818 | $5,629-49.9% | $4,939-43.0% | $5,439-48.2% |
| Admin fee / account holder | $442 | $16,852-97.4% | $13,880-96.8% | $10,885-95.9% |