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 | $15,804 | $175,202-91.0% | $149,673-89.4% | $139,434-88.7% |
| Participation rate | 76.2% | 83.4%-7.2pp | 78.8%-2.6pp | 80.3%-4.1pp |
| Annual return | 33.78% | 166.71%-132.9pp | 134.42%-100.6pp | 372.94%-339.2pp |
| Employer contribution / active EE | $2,188 | $5,474-60.0% | $4,818-54.6% | $4,751-53.9% |
| Participant deferral / active EE | $4,813 | $6,519-26.2% | $5,680-15.3% | $6,710-28.3% |
| Admin fee / account holder | $1,014 | $16,150-93.7% | $13,210-92.3% | $11,403-91.1% |