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 | $17,870 | $183,963-90.3% | $162,163-89.0% | $152,861-88.3% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 25.31% | 150.76%-125.5pp | 115.59%-90.3pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,560 | $6,371-75.5% | $5,614-72.2% | $4,762-67.2% |
| Participant deferral / active EE | $6,707 | $8,034-16.5% | $7,298-8.1% | $5,850+14.6% |
| Admin fee / account holder | $2,347 | $13,121-82.1% | $10,843-78.4% | $11,596-79.8% |