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 | $18,611 | $165,984-88.8% | $164,813-88.7% | $145,922-87.2% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 10.42% | 100.03%-89.6pp | 69.93%-59.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,904 | $5,273-63.9% | $4,341-56.1% | $4,660-59.1% |
| Participant deferral / active EE | $2,366 | $6,959-66.0% | $6,031-60.8% | $6,688-64.6% |
| Admin fee / account holder | $2,830 | $16,648-83.0% | $12,690-77.7% | $13,397-78.9% |