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 7-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 | $23,363 | $197,591-88.2% | $177,821-86.9% | $158,922-85.3% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.7%+7.5pp | 82.0%+13.3pp |
| Annual return | 110.98% | 58.76%+52.2pp | 48.32%+62.7pp | 302.83%-191.8pp |
| Employer contribution / active EE | $3,184 | $6,697-52.5% | $5,918-46.2% | $4,761-33.1% |
| Participant deferral / active EE | $5,404 | $8,405-35.7% | $7,714-29.9% | $5,982-9.7% |
| Admin fee / account holder | $334 | $15,399-97.8% | $12,427-97.3% | $11,246-97.0% |