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 | $25,131 | $183,963-86.3% | $162,163-84.5% | $152,861-83.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 32.46% | 150.76%-118.3pp | 115.59%-83.1pp | 345.32%-312.9pp |
| Employer contribution / active EE | $4,690 | $6,371-26.4% | $5,614-16.5% | $4,762-1.5% |
| Participant deferral / active EE | $8,768 | $8,034+9.1% | $7,298+20.1% | $5,850+49.9% |
| Admin fee / account holder | $2,236 | $13,121-83.0% | $10,843-79.4% | $11,596-80.7% |