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 6-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 | $15,826 | $124,281-87.3% | $109,143-85.5% | $167,490-90.6% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 21.70% | 26.04%-4.3pp | 25.75%-4.0pp | 478.56%-456.9pp |
| Employer contribution / active EE | $2,047 | $4,207-51.4% | $3,722-45.0% | $4,837-57.7% |
| Participant deferral / active EE | $5,388 | $5,255+2.5% | $4,653+15.8% | $6,341-15.0% |
| Admin fee / account holder | $1,802 | $7,970-77.4% | $6,752-73.3% | $12,309-85.4% |