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 7-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 | $11,470 | $124,319-90.8% | $111,297-89.7% | $167,490-93.2% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 12.48% | 37.44%-25.0pp | 54.65%-42.2pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,960 | $3,435-13.8% | $2,731+8.4% | $4,837-38.8% |
| Participant deferral / active EE | $5,454 | $5,180+5.3% | $4,487+21.5% | $6,341-14.0% |
| Admin fee / account holder | $4,442 | $10,618-58.2% | $7,964-44.2% | $12,309-63.9% |