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 | $18,999 | $183,963-89.7% | $162,163-88.3% | $152,861-87.6% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 33.40% | 150.76%-117.4pp | 115.59%-82.2pp | 345.32%-311.9pp |
| Employer contribution / active EE | $3,708 | $6,371-41.8% | $5,614-34.0% | $4,762-22.1% |
| Participant deferral / active EE | $12,941 | $8,034+61.1% | $7,298+77.3% | $5,850+121.2% |
| Admin fee / account holder | $454 | $13,121-96.5% | $10,843-95.8% | $11,596-96.1% |