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 | $9,503 | $148,534-93.6% | $135,903-93.0% | $139,434-93.2% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.2pp |
| Annual return | 76.13% | 79.19%-3.1pp | 68.23%+7.9pp | 372.94%-296.8pp |
| Employer contribution / active EE | $2,266 | $5,243-56.8% | $4,856-53.3% | $4,751-52.3% |
| Participant deferral / active EE | $6,259 | $8,100-22.7% | $7,758-19.3% | $6,710-6.7% |
| Admin fee / account holder | $546 | $12,400-95.6% | $10,762-94.9% | $11,403-95.2% |