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 | $20,007 | $209,411-90.4% | $178,490-88.8% | $158,922-87.4% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 11.95% | 188.75%-176.8pp | 151.07%-139.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,494 | $5,706-73.8% | $5,011-70.2% | $4,761-68.6% |
| Participant deferral / active EE | $3,657 | $5,954-38.6% | $5,202-29.7% | $5,982-38.9% |
| Admin fee / account holder | $442 | $17,074-97.4% | $13,984-96.8% | $11,246-96.1% |