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 | $27,556 | $183,963-85.0% | $162,163-83.0% | $152,861-82.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 27.75% | 150.76%-123.0pp | 115.59%-87.8pp | 345.32%-317.6pp |
| Employer contribution / active EE | $3,320 | $6,371-47.9% | $5,614-40.9% | $4,762-30.3% |
| Participant deferral / active EE | $6,628 | $8,034-17.5% | $7,298-9.2% | $5,850+13.3% |
| Admin fee / account holder | $631 | $13,121-95.2% | $10,843-94.2% | $11,596-94.6% |