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 8-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 | $15,365 | $202,318-92.4% | $172,739-91.1% | $152,861-89.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 53.32% | 1029.65%-976.3pp | 802.84%-749.5pp | 345.32%-292.0pp |
| Employer contribution / active EE | $1,867 | $5,856-68.1% | $5,143-63.7% | $4,762-60.8% |
| Participant deferral / active EE | $4,238 | $5,948-28.8% | $5,198-18.5% | $5,850-27.6% |
| Admin fee / account holder | $743 | $17,109-95.7% | $13,954-94.7% | $11,596-93.6% |