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 | $18,729 | $73,933-74.7% | $96,683-80.6% | $75,163-75.1% |
| Participation rate | 77.8% | 66.4%+11.4pp | 74.3%+3.4pp | 67.2%+10.6pp |
| Annual return | 16.84% | 26.70%-9.9pp | 35.69%-18.9pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,161 | $2,928-26.2% | $3,737-42.2% | $2,670-19.0% |
| Participant deferral / active EE | $2,285 | $3,659-37.5% | $4,878-53.2% | $4,125-44.6% |
| Admin fee / account holder | $2,879 | $5,216-44.8% | $6,730-57.2% | $5,651-49.0% |