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 | $19,799 | $77,145-74.3% | $108,410-81.7% | $85,850-76.9% |
| Participation rate | 95.0% | 74.7%+20.3pp | 80.1%+14.9pp | 69.3%+25.7pp |
| Annual return | 39.53% | 44.54%-5.0pp | 905.27%-865.7pp | 318.53%-279.0pp |
| Employer contribution / active EE | $3,663 | $2,379+53.9% | $3,558+2.9% | $2,565+42.8% |
| Participant deferral / active EE | $8,287 | $5,566+48.9% | $6,563+26.3% | $3,952+109.7% |
| Admin fee / account holder | $7,810 | $5,172+51.0% | $7,295+7.1% | $6,260+24.8% |