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 | $17,793 | $171,865-89.6% | $149,718-88.1% | $147,584-87.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.05% | 2113.22%-2097.2pp | 1501.63%-1485.6pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,484 | $6,275-76.3% | $5,445-72.7% | $4,876-69.6% |
| Participant deferral / active EE | $3,220 | $7,271-55.7% | $6,569-51.0% | $5,439-40.8% |
| Admin fee / account holder | $14,623 | $13,799+6.0% | $11,283+29.6% | $10,885+34.3% |