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 8-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 | $20,626 | $165,984-87.6% | $164,813-87.5% | $145,922-85.9% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.6%+16.9pp | 80.3%+15.2pp |
| Annual return | 42.56% | 100.03%-57.5pp | 69.93%-27.4pp | 561.29%-518.7pp |
| Employer contribution / active EE | $2,049 | $5,273-61.2% | $4,341-52.8% | $4,660-56.0% |
| Participant deferral / active EE | $2,711 | $6,959-61.0% | $6,031-55.0% | $6,688-59.5% |
| Admin fee / account holder | $2,533 | $16,648-84.8% | $12,690-80.0% | $13,397-81.1% |