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 | $11,361 | $217,402-94.8% | $185,823-93.9% | $167,490-93.2% |
| Participation rate | 93.8% | 86.0%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 24.11% | 148.36%-124.3pp | 122.05%-97.9pp | 478.56%-454.5pp |
| Employer contribution / active EE | $1,977 | $5,873-66.3% | $5,167-61.7% | $4,837-59.1% |
| Participant deferral / active EE | $5,855 | $6,356-7.9% | $5,568+5.2% | $6,341-7.7% |
| Admin fee / account holder | $1,471 | $19,811-92.6% | $16,237-90.9% | $12,309-88.0% |