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 | $14,852 | $93,571-84.1% | $135,903-89.1% | $75,163-80.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 30.99% | 30.90%+0.1pp | 68.23%-37.2pp | 160.62%-129.6pp |
| Employer contribution / active EE | $3,019 | $3,537-14.6% | $4,856-37.8% | $2,670+13.1% |
| Participant deferral / active EE | $5,318 | $6,404-17.0% | $7,758-31.4% | $4,125+28.9% |
| Admin fee / account holder | $580 | $6,975-91.7% | $10,762-94.6% | $5,651-89.7% |