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 | $12,151 | $93,571-87.0% | $135,903-91.1% | $75,163-83.8% |
| Participation rate | 87.0% | 75.2%+11.8pp | 81.9%+5.0pp | 67.2%+19.8pp |
| Annual return | 196.12% | 30.90%+165.2pp | 68.23%+127.9pp | 160.62%+35.5pp |
| Employer contribution / active EE | $2,370 | $3,537-33.0% | $4,856-51.2% | $2,670-11.2% |
| Participant deferral / active EE | $4,088 | $6,404-36.2% | $7,758-47.3% | $4,125-0.9% |
| Admin fee / account holder | $649 | $6,975-90.7% | $10,762-94.0% | $5,651-88.5% |