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 | $15,987 | $80,968-80.3% | $96,544-83.4% | $75,163-78.7% |
| Participation rate | 88.0% | 71.8%+16.2pp | 76.0%+12.0pp | 67.2%+20.8pp |
| Annual return | 20.29% | 27.06%-6.8pp | 25.84%-5.6pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,034 | $2,282-10.9% | $2,965-31.4% | $2,670-23.8% |
| Participant deferral / active EE | $4,319 | $3,928+9.9% | $4,851-11.0% | $4,125+4.7% |
| Admin fee / account holder | $508 | $6,724-92.5% | $8,252-93.8% | $5,651-91.0% |