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 | $21,173 | $112,096-81.1% | $95,952-77.9% | $158,922-86.7% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 34.15% | 171.09%-136.9pp | 91.61%-57.5pp | 302.83%-268.7pp |
| Employer contribution / active EE | $4,595 | $3,198+43.7% | $2,541+80.8% | $4,761-3.5% |
| Participant deferral / active EE | $1,829 | $4,784-61.8% | $4,167-56.1% | $5,982-69.4% |
| Admin fee / account holder | $416 | $10,130-95.9% | $6,795-93.9% | $11,246-96.3% |