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 | $24,468 | $152,587-84.0% | $125,175-80.5% | $152,861-84.0% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.4%+7.0pp |
| Annual return | 617.27% | 54.84%+562.4pp | 43.79%+573.5pp | 345.32%+272.0pp |
| Employer contribution / active EE | $3,181 | $4,946-35.7% | $3,865-17.7% | $4,762-33.2% |
| Participant deferral / active EE | $4,876 | $5,868-16.9% | $4,937-1.2% | $5,850-16.7% |
| Admin fee / account holder | $2,688 | $13,434-80.0% | $9,702-72.3% | $11,596-76.8% |