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 | $11,717 | $63,355-81.5% | $91,989-87.3% | $72,985-83.9% |
| Participation rate | 79.1% | 72.5%+6.6pp | 78.6%+0.4pp | 69.5%+9.6pp |
| Annual return | 186.66% | 35.35%+151.3pp | 69.02%+117.6pp | 81.00%+105.7pp |
| Employer contribution / active EE | $2,619 | $2,116+23.8% | $3,452-24.1% | $2,440+7.3% |
| Participant deferral / active EE | $9,367 | $4,883+91.8% | $5,923+58.2% | $3,607+159.7% |
| Admin fee / account holder | $575 | $4,668-87.7% | $7,743-92.6% | $5,124-88.8% |