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 | $12,950 | $198,466-93.5% | $170,442-92.4% | $147,584-91.2% |
| Participation rate | 78.3% | 88.0%-9.7pp | 83.6%-5.3pp | 82.8%-4.6pp |
| Annual return | 55.18% | 257.29%-202.1pp | 205.93%-150.7pp | 578.55%-523.4pp |
| Employer contribution / active EE | $1,673 | $6,184-73.0% | $5,433-69.2% | $4,876-65.7% |
| Participant deferral / active EE | $5,590 | $5,629-0.7% | $4,939+13.2% | $5,439+2.8% |
| Admin fee / account holder | $1,135 | $16,852-93.3% | $13,880-91.8% | $10,885-89.6% |