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 | $8,702 | $73,787-88.2% | $98,716-91.2% | $82,448-89.4% |
| Participation rate | 90.0% | 61.4%+28.6pp | 69.3%+20.7pp | 68.1%+21.9pp |
| Annual return | 20.59% | 18.57%+2.0pp | 31.81%-11.2pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,584 | $1,511+4.8% | $2,279-30.5% | $2,551-37.9% |
| Participant deferral / active EE | $1,641 | $3,081-46.7% | $4,048-59.5% | $4,139-60.4% |
| Admin fee / account holder | $855 | $6,500-86.8% | $8,703-90.2% | $7,234-88.2% |