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 | $17,468 | $228,332-92.3% | $185,823-90.6% | $158,922-89.0% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.0%+12.9pp | 82.0%+9.0pp |
| Annual return | 26.52% | 40.80%-14.3pp | 35.95%-9.4pp | 302.83%-276.3pp |
| Employer contribution / active EE | $2,140 | $4,967-56.9% | $4,087-47.6% | $4,761-55.1% |
| Participant deferral / active EE | $3,734 | $6,415-41.8% | $5,632-33.7% | $5,982-37.6% |
| Admin fee / account holder | $597 | $11,864-95.0% | $9,500-93.7% | $11,246-94.7% |