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 | $23,951 | $80,968-70.4% | $96,544-75.2% | $75,163-68.1% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 60.05% | 27.06%+33.0pp | 25.84%+34.2pp | 160.62%-100.6pp |
| Employer contribution / active EE | $1,536 | $2,282-32.7% | $2,965-48.2% | $2,670-42.5% |
| Participant deferral / active EE | $3,337 | $3,928-15.1% | $4,851-31.2% | $4,125-19.1% |
| Admin fee / account holder | $1,171 | $6,724-82.6% | $8,252-85.8% | $5,651-79.3% |