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 | $12,804 | $171,865-92.6% | $149,718-91.4% | $147,584-91.3% |
| Participation rate | 93.8% | 88.2%+5.6pp | 87.1%+6.7pp | 82.8%+10.9pp |
| Annual return | 16.41% | 2113.22%-2096.8pp | 1501.63%-1485.2pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,695 | $6,275-73.0% | $5,445-68.9% | $4,876-65.2% |
| Participant deferral / active EE | $6,561 | $7,271-9.8% | $6,569-0.1% | $5,439+20.6% |
| Admin fee / account holder | $1,926 | $13,799-86.0% | $11,283-82.9% | $10,885-82.3% |