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 | $12,020 | $146,267-91.8% | $197,124-93.9% | $82,448-85.4% |
| Participation rate | 93.1% | 84.0%+9.1pp | 86.7%+6.4pp | 68.1%+25.0pp |
| Annual return | 45.94% | 29.61%+16.3pp | 44.34%+1.6pp | 41.64%+4.3pp |
| Employer contribution / active EE | $2,802 | $4,723-40.7% | $6,227-55.0% | $2,551+9.8% |
| Participant deferral / active EE | $4,085 | $7,035-41.9% | $9,135-55.3% | $4,139-1.3% |
| Admin fee / account holder | $1,442 | $14,422-90.0% | $16,298-91.1% | $7,234-80.1% |