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 | $12,756 | $209,411-93.9% | $178,490-92.9% | $158,922-92.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.21% | 188.75%-161.5pp | 151.07%-123.9pp | 302.83%-275.6pp |
| Employer contribution / active EE | $2,200 | $5,706-61.4% | $5,011-56.1% | $4,761-53.8% |
| Participant deferral / active EE | $3,672 | $5,954-38.3% | $5,202-29.4% | $5,982-38.6% |
| Admin fee / account holder | $384 | $17,074-97.8% | $13,984-97.3% | $11,246-96.6% |