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 | $18,928 | $94,625-80.0% | $116,228-83.7% | $84,808-77.7% |
| Participation rate | 97.9% | 70.4%+27.4pp | 74.6%+23.3pp | 68.3%+29.6pp |
| Annual return | 21.93% | 20.40%+1.5pp | 90.06%-68.1pp | 40.90%-19.0pp |
| Employer contribution / active EE | $1,111 | $2,347-52.6% | $2,994-62.9% | $2,631-57.8% |
| Participant deferral / active EE | $2,634 | $3,972-33.7% | $4,953-46.8% | $4,212-37.5% |
| Admin fee / account holder | $1,136 | $10,091-88.7% | $11,989-90.5% | $7,344-84.5% |