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 | $5,162 | $80,968-93.6% | $96,544-94.7% | $75,163-93.1% |
| Participation rate | 96.6% | 71.8%+24.8pp | 76.0%+20.6pp | 67.2%+29.4pp |
| Annual return | 23.65% | 27.06%-3.4pp | 25.84%-2.2pp | 160.62%-137.0pp |
| Employer contribution / active EE | $1,641 | $2,282-28.1% | $2,965-44.6% | $2,670-38.5% |
| Participant deferral / active EE | $2,372 | $3,928-39.6% | $4,851-51.1% | $4,125-42.5% |
| Admin fee / account holder | $776 | $6,724-88.5% | $8,252-90.6% | $5,651-86.3% |