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 | $16,478 | $79,944-79.4% | $98,439-83.3% | $75,163-78.1% |
| Participation rate | 91.9% | 70.4%+21.6pp | 75.2%+16.8pp | 67.2%+24.7pp |
| Annual return | 21.30% | 19.75%+1.5pp | 21.16%+0.1pp | 160.62%-139.3pp |
| Employer contribution / active EE | $2,163 | $2,264-4.5% | $3,048-29.0% | $2,670-19.0% |
| Participant deferral / active EE | $4,863 | $3,752+29.6% | $4,738+2.7% | $4,125+17.9% |
| Admin fee / account holder | $1,007 | $6,840-85.3% | $8,948-88.7% | $5,651-82.2% |