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 | $17,194 | $93,571-81.6% | $135,903-87.3% | $75,163-77.1% |
| Participation rate | 92.2% | 75.2%+17.0pp | 81.9%+10.2pp | 67.2%+25.0pp |
| Annual return | 195.38% | 30.90%+164.5pp | 68.23%+127.1pp | 160.62%+34.8pp |
| Employer contribution / active EE | $4,922 | $3,537+39.2% | $4,856+1.4% | $2,670+84.3% |
| Participant deferral / active EE | $7,656 | $6,404+19.5% | $7,758-1.3% | $4,125+85.6% |
| Admin fee / account holder | $4,963 | $6,975-28.9% | $10,762-53.9% | $5,651-12.2% |