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 7-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 | $21,491 | $209,411-89.7% | $178,490-88.0% | $158,922-86.5% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 42.06% | 188.75%-146.7pp | 151.07%-109.0pp | 302.83%-260.8pp |
| Employer contribution / active EE | $6,087 | $5,706+6.7% | $5,011+21.5% | $4,761+27.8% |
| Participant deferral / active EE | $5,637 | $5,954-5.3% | $5,202+8.4% | $5,982-5.8% |
| Admin fee / account holder | $1,501 | $17,074-91.2% | $13,984-89.3% | $11,246-86.7% |