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 | $15,541 | $117,841-86.8% | $102,423-84.8% | $145,922-89.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.15% | 31.65%-15.5pp | 29.32%-13.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $4,711 | $3,615+30.3% | $3,023+55.8% | $4,660+1.1% |
| Participant deferral / active EE | $3,087 | $5,731-46.1% | $5,053-38.9% | $6,688-53.8% |
| Admin fee / account holder | $934 | $13,326-93.0% | $9,451-90.1% | $13,397-93.0% |