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 | $15,104 | $176,056-91.4% | $159,436-90.5% | $167,490-91.0% |
| Participation rate | 95.2% | 84.9%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 130.31% | 331.75%-201.4pp | 263.57%-133.3pp | 478.56%-348.2pp |
| Employer contribution / active EE | $2,968 | $5,297-44.0% | $4,829-38.5% | $4,837-38.6% |
| Participant deferral / active EE | $8,328 | $7,750+7.5% | $7,352+13.3% | $6,341+31.3% |
| Admin fee / account holder | $1,520 | $12,554-87.9% | $10,799-85.9% | $12,309-87.7% |