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 | $22,299 | $202,318-89.0% | $172,739-87.1% | $152,861-85.4% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 15.19% | 1029.65%-1014.5pp | 802.84%-787.7pp | 345.32%-330.1pp |
| Employer contribution / active EE | $4,202 | $5,856-28.2% | $5,143-18.3% | $4,762-11.8% |
| Participant deferral / active EE | $3,125 | $5,948-47.5% | $5,198-39.9% | $5,850-46.6% |
| Admin fee / account holder | $789 | $17,109-95.4% | $13,954-94.3% | $11,596-93.2% |