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 | $17,833 | $175,202-89.8% | $149,673-88.1% | $139,434-87.2% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 38.33% | 166.71%-128.4pp | 134.42%-96.1pp | 372.94%-334.6pp |
| Employer contribution / active EE | $1,644 | $5,474-70.0% | $4,818-65.9% | $4,751-65.4% |
| Participant deferral / active EE | $4,012 | $6,519-38.5% | $5,680-29.4% | $6,710-40.2% |
| Admin fee / account holder | $1,435 | $16,150-91.1% | $13,210-89.1% | $11,403-87.4% |