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 | $13,628 | $71,050-80.8% | $93,606-85.4% | $80,856-83.1% |
| Participation rate | 96.9% | 60.4%+36.5pp | 68.7%+28.2pp | 67.6%+29.2pp |
| Annual return | 18.83% | 11.26%+7.6pp | 133.20%-114.4pp | 35.59%-16.8pp |
| Employer contribution / active EE | $5,791 | $1,564+270.3% | $2,420+139.3% | $2,755+110.2% |
| Participant deferral / active EE | $2,385 | $4,034-40.9% | $4,411-45.9% | $4,296-44.5% |
| Admin fee / account holder | $958 | $6,945-86.2% | $8,285-88.4% | $6,918-86.2% |