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 | $11,045 | $59,101-81.3% | $77,163-85.7% | $75,163-85.3% |
| Participation rate | 94.9% | 63.9%+31.0pp | 69.6%+25.3pp | 67.2%+27.7pp |
| Annual return | 22.38% | 26.71%-4.3pp | 37.87%-15.5pp | 160.62%-138.2pp |
| Employer contribution / active EE | $1,562 | $1,995-21.7% | $2,535-38.4% | $2,670-41.5% |
| Participant deferral / active EE | $4,665 | $2,999+55.5% | $3,833+21.7% | $4,125+13.1% |
| Admin fee / account holder | $496 | $4,774-89.6% | $5,472-90.9% | $5,651-91.2% |