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 | $16,206 | $183,963-91.2% | $162,163-90.0% | $152,861-89.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 34.79% | 150.76%-116.0pp | 115.59%-80.8pp | 345.32%-310.5pp |
| Employer contribution / active EE | $5,386 | $6,371-15.5% | $5,614-4.1% | $4,762+13.1% |
| Participant deferral / active EE | $6,457 | $8,034-19.6% | $7,298-11.5% | $5,850+10.4% |
| Admin fee / account holder | $1,966 | $13,121-85.0% | $10,843-81.9% | $11,596-83.0% |