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 | $12,941 | $175,202-92.6% | $149,673-91.4% | $139,434-90.7% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 22.19% | 166.71%-144.5pp | 134.42%-112.2pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,322 | $5,474-75.8% | $4,818-72.6% | $4,751-72.2% |
| Participant deferral / active EE | $2,172 | $6,519-66.7% | $5,680-61.8% | $6,710-67.6% |
| Admin fee / account holder | $505 | $16,150-96.9% | $13,210-96.2% | $11,403-95.6% |