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 | $15,355 | $165,335-90.7% | $149,696-89.7% | $158,922-90.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3151.92% | 348.15%+2803.8pp | 276.60%+2875.3pp | 302.83%+2849.1pp |
| Employer contribution / active EE | $5,460 | $5,103+7.0% | $4,644+17.6% | $4,761+14.7% |
| Participant deferral / active EE | $2,564 | $7,181-64.3% | $6,842-62.5% | $5,982-57.1% |
| Admin fee / account holder | $14,135 | $10,807+30.8% | $9,309+51.8% | $11,246+25.7% |