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 | $18,955 | $150,440-87.4% | $136,294-86.1% | $147,584-87.2% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 15.19% | 1049.08%-1033.9pp | 5155.94%-5140.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,069 | $5,256-60.6% | $4,695-55.9% | $4,876-57.6% |
| Participant deferral / active EE | $5,110 | $6,630-22.9% | $6,247-18.2% | $5,439-6.0% |
| Admin fee / account holder | $10,961 | $10,905+0.5% | $9,243+18.6% | $10,885+0.7% |