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 | $18,040 | $217,402-91.7% | $185,823-90.3% | $167,490-89.2% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 23.47% | 148.36%-124.9pp | 122.05%-98.6pp | 478.56%-455.1pp |
| Employer contribution / active EE | $3,651 | $5,873-37.8% | $5,167-29.3% | $4,837-24.5% |
| Participant deferral / active EE | $8,501 | $6,356+33.7% | $5,568+52.7% | $6,341+34.1% |
| Admin fee / account holder | $479 | $19,811-97.6% | $16,237-97.1% | $12,309-96.1% |