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 | $19,375 | $154,117-87.4% | $129,995-85.1% | $139,434-86.1% |
| Participation rate | 84.6% | 82.0%+2.7pp | 78.5%+6.1pp | 80.3%+4.3pp |
| Annual return | 39.09% | 32.48%+6.6pp | -137.18%+176.3pp | 372.94%-333.9pp |
| Employer contribution / active EE | $2,065 | $5,289-60.9% | $4,320-52.2% | $4,751-56.5% |
| Participant deferral / active EE | $4,764 | $6,710-29.0% | $5,820-18.1% | $6,710-29.0% |
| Admin fee / account holder | $1,219 | $14,007-91.3% | $10,614-88.5% | $11,403-89.3% |