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 | $17,398 | $165,335-89.5% | $149,696-88.4% | $158,922-89.1% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 118.52% | 348.15%-229.6pp | 276.60%-158.1pp | 302.83%-184.3pp |
| Employer contribution / active EE | $1,732 | $5,103-66.1% | $4,644-62.7% | $4,761-63.6% |
| Participant deferral / active EE | $3,475 | $7,181-51.6% | $6,842-49.2% | $5,982-41.9% |
| Admin fee / account holder | $1,685 | $10,807-84.4% | $9,309-81.9% | $11,246-85.0% |