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 | $15,072 | $159,901-90.6% | $146,958-89.7% | $145,922-89.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.98% | 98.13%-82.2pp | 418.34%-402.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,719 | $5,286-29.6% | $4,933-24.6% | $4,660-20.2% |
| Participant deferral / active EE | $5,991 | $8,428-28.9% | $8,070-25.8% | $6,688-10.4% |
| Admin fee / account holder | $898 | $15,044-94.0% | $12,998-93.1% | $13,397-93.3% |