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 | $10,964 | $163,101-93.3% | $136,749-92.0% | $142,382-92.3% |
| Participation rate | 84.2% | 78.2%+6.0pp | 72.1%+12.1pp | 80.1%+4.1pp |
| Annual return | 19.22% | 27.54%-8.3pp | 24.33%-5.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,089 | $4,117-73.6% | $3,400-68.0% | $4,299-74.7% |
| Participant deferral / active EE | $1,437 | $5,585-74.3% | $4,692-69.4% | $6,507-77.9% |
| Admin fee / account holder | $709 | $14,318-95.0% | $11,386-93.8% | $12,624-94.4% |