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 | $17,674 | $214,378-91.8% | $200,582-91.2% | $142,382-87.6% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 19.71% | 46.41%-26.7pp | 42.33%-22.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,273 | $6,841-66.8% | $6,419-64.6% | $4,299-47.1% |
| Participant deferral / active EE | $5,266 | $9,865-46.6% | $9,331-43.6% | $6,507-19.1% |
| Admin fee / account holder | $2,163 | $17,692-87.8% | $16,305-86.7% | $12,624-82.9% |