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 6-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 | $11,262 | $176,056-93.6% | $159,436-92.9% | $167,490-93.3% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 39.81% | 331.75%-291.9pp | 263.57%-223.8pp | 478.56%-438.7pp |
| Employer contribution / active EE | $4,320 | $5,297-18.4% | $4,829-10.5% | $4,837-10.7% |
| Participant deferral / active EE | $6,679 | $7,750-13.8% | $7,352-9.2% | $6,341+5.3% |
| Admin fee / account holder | $576 | $12,554-95.4% | $10,799-94.7% | $12,309-95.3% |