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 | $23,804 | $209,411-88.6% | $178,490-86.7% | $158,922-85.0% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 18.37% | 188.75%-170.4pp | 151.07%-132.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,194 | $5,706-61.6% | $5,011-56.2% | $4,761-53.9% |
| Participant deferral / active EE | $4,579 | $5,954-23.1% | $5,202-12.0% | $5,982-23.5% |
| Admin fee / account holder | $1,026 | $17,074-94.0% | $13,984-92.7% | $11,246-90.9% |