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 7-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 | $20,131 | $165,335-87.8% | $149,696-86.6% | $158,922-87.3% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 58.93% | 348.15%-289.2pp | 276.60%-217.7pp | 302.83%-243.9pp |
| Employer contribution / active EE | $3,961 | $5,103-22.4% | $4,644-14.7% | $4,761-16.8% |
| Participant deferral / active EE | $4,595 | $7,181-36.0% | $6,842-32.8% | $5,982-23.2% |
| Admin fee / account holder | $591 | $10,807-94.5% | $9,309-93.7% | $11,246-94.7% |