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 9-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 | $21,104 | $202,318-89.6% | $172,739-87.8% | $152,861-86.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 26.59% | 1029.65%-1003.1pp | 802.84%-776.2pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,031 | $5,856-65.3% | $5,143-60.5% | $4,762-57.4% |
| Participant deferral / active EE | $4,251 | $5,948-28.5% | $5,198-18.2% | $5,850-27.3% |
| Admin fee / account holder | $465 | $17,109-97.3% | $13,954-96.7% | $11,596-96.0% |