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 | $18,484 | $201,272-90.8% | $184,203-90.0% | $145,922-87.3% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 22.08% | 29.00%-6.9pp | 28.81%-6.7pp | 561.29%-539.2pp |
| Employer contribution / active EE | $1,464 | $7,022-79.1% | $6,427-77.2% | $4,660-68.6% |
| Participant deferral / active EE | $4,525 | $9,806-53.9% | $9,131-50.4% | $6,688-32.3% |
| Admin fee / account holder | $2,709 | $16,364-83.4% | $13,901-80.5% | $13,397-79.8% |