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 | $15,657 | $176,056-91.1% | $159,436-90.2% | $167,490-90.7% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 12.51% | 331.75%-319.2pp | 263.57%-251.1pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,584 | $5,297-70.1% | $4,829-67.2% | $4,837-67.3% |
| Participant deferral / active EE | $4,662 | $7,750-39.8% | $7,352-36.6% | $6,341-26.5% |
| Admin fee / account holder | $834 | $12,554-93.4% | $10,799-92.3% | $12,309-93.2% |