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 | $109,881-86.6% | $150,045-90.2% | $84,808-82.6% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 20.49% | 28.25%-7.8pp | 62.55%-42.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,131 | $3,561-40.1% | $4,693-54.6% | $2,631-19.0% |
| Participant deferral / active EE | $4,016 | $6,636-39.5% | $7,997-49.8% | $4,212-4.6% |
| Admin fee / account holder | $1,187 | $8,568-86.1% | $13,435-91.2% | $7,344-83.8% |