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 | $9,888 | $202,432-95.1% | $169,368-94.2% | $139,434-92.9% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 13.41% | 531.74%-518.3pp | 405.60%-392.2pp | 372.94%-359.5pp |
| Employer contribution / active EE | $961 | $4,692-79.5% | $4,013-76.1% | $4,751-79.8% |
| Participant deferral / active EE | $1,685 | $6,938-75.7% | $6,221-72.9% | $6,710-74.9% |
| Admin fee / account holder | $3,212 | $10,708-70.0% | $9,003-64.3% | $11,403-71.8% |