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 | $13,573 | $209,411-93.5% | $178,490-92.4% | $158,922-91.5% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 47.13% | 188.75%-141.6pp | 151.07%-103.9pp | 302.83%-255.7pp |
| Employer contribution / active EE | $3,030 | $5,706-46.9% | $5,011-39.5% | $4,761-36.4% |
| Participant deferral / active EE | $8,433 | $5,954+41.6% | $5,202+62.1% | $5,982+41.0% |
| Admin fee / account holder | $310 | $17,074-98.2% | $13,984-97.8% | $11,246-97.2% |