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 | $14,720 | $106,749-86.2% | $145,433-89.9% | $82,448-82.1% |
| Participation rate | 96.7% | 75.6%+21.0pp | 82.1%+14.5pp | 68.1%+28.6pp |
| Annual return | 20.49% | 27.59%-7.1pp | 66.58%-46.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $2,131 | $3,444-38.1% | $4,554-53.2% | $2,551-16.4% |
| Participant deferral / active EE | $4,016 | $6,519-38.4% | $7,897-49.1% | $4,139-3.0% |
| Admin fee / account holder | $1,187 | $8,390-85.9% | $13,129-91.0% | $7,234-83.6% |