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 | $21,839 | $165,335-86.8% | $149,696-85.4% | $158,922-86.3% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 20.56% | 348.15%-327.6pp | 276.60%-256.0pp | 302.83%-282.3pp |
| Employer contribution / active EE | $2,958 | $5,103-42.0% | $4,644-36.3% | $4,761-37.9% |
| Participant deferral / active EE | $7,957 | $7,181+10.8% | $6,842+16.3% | $5,982+33.0% |
| Admin fee / account holder | $925 | $10,807-91.4% | $9,309-90.1% | $11,246-91.8% |