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 5-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 | $11,890 | $148,534-92.0% | $135,903-91.3% | $139,434-91.5% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 36.60% | 79.19%-42.6pp | 68.23%-31.6pp | 372.94%-336.3pp |
| Employer contribution / active EE | $1,340 | $5,243-74.4% | $4,856-72.4% | $4,751-71.8% |
| Participant deferral / active EE | $5,901 | $8,100-27.1% | $7,758-23.9% | $6,710-12.1% |
| Admin fee / account holder | $475 | $12,400-96.2% | $10,762-95.6% | $11,403-95.8% |