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 9-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 | $10,944 | $177,572-93.8% | $154,803-92.9% | $142,382-92.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 179.65% | 65.07%+114.6pp | 58.88%+120.8pp | 217.08%-37.4pp |
| Employer contribution / active EE | $5,278 | $4,810+9.7% | $4,305+22.6% | $4,299+22.8% |
| Participant deferral / active EE | $6,614 | $6,272+5.5% | $5,540+19.4% | $6,507+1.6% |
| Admin fee / account holder | $2,983 | $16,786-82.2% | $14,329-79.2% | $12,624-76.4% |