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 | $12,078 | $177,572-93.2% | $154,803-92.2% | $142,382-91.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 19.04% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,566 | $4,810-67.4% | $4,305-63.6% | $4,299-63.6% |
| Participant deferral / active EE | $2,290 | $6,272-63.5% | $5,540-58.7% | $6,507-64.8% |
| Admin fee / account holder | $2,112 | $16,786-87.4% | $14,329-85.3% | $12,624-83.3% |