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 | $14,179 | $217,402-93.5% | $185,823-92.4% | $167,490-91.5% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 24.05% | 148.36%-124.3pp | 122.05%-98.0pp | 478.56%-454.5pp |
| Employer contribution / active EE | $1,589 | $5,873-72.9% | $5,167-69.2% | $4,837-67.2% |
| Participant deferral / active EE | $7,130 | $6,356+12.2% | $5,568+28.1% | $6,341+12.4% |
| Admin fee / account holder | $511 | $19,811-97.4% | $16,237-96.9% | $12,309-95.8% |