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 | $18,169 | $180,449-89.9% | $154,107-88.2% | $135,375-86.6% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | 35.26% | 888.09%-852.8pp | 735.12%-699.9pp | 519.73%-484.5pp |
| Employer contribution / active EE | $2,343 | $6,035-61.2% | $5,298-55.8% | $4,779-51.0% |
| Participant deferral / active EE | $4,169 | $5,806-28.2% | $5,081-17.9% | $5,609-25.7% |
| Admin fee / account holder | $364 | $16,143-97.7% | $13,411-97.3% | $10,827-96.6% |