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 6-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 | $19,030 | $176,056-89.2% | $159,436-88.1% | $167,490-88.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 139.67% | 331.75%-192.1pp | 263.57%-123.9pp | 478.56%-338.9pp |
| Employer contribution / active EE | $4,063 | $5,297-23.3% | $4,829-15.9% | $4,837-16.0% |
| Participant deferral / active EE | $4,971 | $7,750-35.9% | $7,352-32.4% | $6,341-21.6% |
| Admin fee / account holder | $1,705 | $12,554-86.4% | $10,799-84.2% | $12,309-86.2% |