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 | $19,282 | $136,307-85.9% | $177,821-89.2% | $73,488-73.8% |
| Participation rate | 99.5% | 86.1%+13.4pp | 87.7%+11.8pp | 70.7%+28.8pp |
| Annual return | 117.57% | 18.68%+98.9pp | 48.32%+69.2pp | 28.51%+89.1pp |
| Employer contribution / active EE | $2,065 | $3,712-44.4% | $5,918-65.1% | $2,270-9.0% |
| Participant deferral / active EE | $5,791 | $5,829-0.6% | $7,714-24.9% | $3,740+54.9% |
| Admin fee / account holder | $1,300 | $596+118.3% | $12,427-89.5% | $513+153.4% |