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 | $29,042 | $202,318-85.6% | $172,739-83.2% | $152,861-81.0% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 13.76% | 1029.65%-1015.9pp | 802.84%-789.1pp | 345.32%-331.6pp |
| Employer contribution / active EE | $1,649 | $5,856-71.8% | $5,143-67.9% | $4,762-65.4% |
| Participant deferral / active EE | $3,444 | $5,948-42.1% | $5,198-33.7% | $5,850-41.1% |
| Admin fee / account holder | $1,326 | $17,109-92.2% | $13,954-90.5% | $11,596-88.6% |