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 | $15,157 | $157,256-90.4% | $141,162-89.3% | $152,861-90.1% |
| Participation rate | 89.5% | 84.8%+4.7pp | 82.5%+7.0pp | 82.4%+7.0pp |
| Annual return | 75.99% | 64.32%+11.7pp | 71.39%+4.6pp | 345.32%-269.3pp |
| Employer contribution / active EE | $4,347 | $5,261-17.4% | $4,735-8.2% | $4,762-8.7% |
| Participant deferral / active EE | $5,893 | $7,109-17.1% | $6,709-12.2% | $5,850+0.7% |
| Admin fee / account holder | $1,084 | $12,120-91.1% | $10,261-89.4% | $11,596-90.6% |