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 | $23,374 | $202,318-88.4% | $172,739-86.5% | $152,861-84.7% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 27.79% | 1029.65%-1001.9pp | 802.84%-775.1pp | 345.32%-317.5pp |
| Employer contribution / active EE | $2,143 | $5,856-63.4% | $5,143-58.3% | $4,762-55.0% |
| Participant deferral / active EE | $6,428 | $5,948+8.1% | $5,198+23.7% | $5,850+9.9% |
| Admin fee / account holder | $4,617 | $17,109-73.0% | $13,954-66.9% | $11,596-60.2% |