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 | $16,414 | $65,561-75.0% | $86,188-81.0% | $75,163-78.2% |
| Participation rate | 73.1% | 60.5%+12.6pp | 69.0%+4.1pp | 67.2%+5.9pp |
| Annual return | 20.28% | 46.05%-25.8pp | 1168.45%-1148.2pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,587 | $1,553+66.6% | $2,380+8.7% | $2,670-3.1% |
| Participant deferral / active EE | $1,775 | $3,024-41.3% | $3,985-55.5% | $4,125-57.0% |
| Admin fee / account holder | $583 | $5,474-89.3% | $6,852-91.5% | $5,651-89.7% |