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 | $18,857 | $183,963-89.7% | $162,163-88.4% | $152,861-87.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 38.63% | 150.76%-112.1pp | 115.59%-77.0pp | 345.32%-306.7pp |
| Employer contribution / active EE | $9,622 | $6,371+51.0% | $5,614+71.4% | $4,762+102.0% |
| Participant deferral / active EE | $9,847 | $8,034+22.6% | $7,298+34.9% | $5,850+68.3% |
| Admin fee / account holder | $15,478 | $13,121+18.0% | $10,843+42.7% | $11,596+33.5% |