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 | $19,903 | $93,571-78.7% | $135,903-85.4% | $75,163-73.5% |
| Participation rate | 73.6% | 75.2%-1.6pp | 81.9%-8.3pp | 67.2%+6.4pp |
| Annual return | 44.85% | 30.90%+13.9pp | 68.23%-23.4pp | 160.62%-115.8pp |
| Employer contribution / active EE | $1,927 | $3,537-45.5% | $4,856-60.3% | $2,670-27.8% |
| Participant deferral / active EE | $4,959 | $6,404-22.6% | $7,758-36.1% | $4,125+20.2% |
| Admin fee / account holder | $973 | $6,975-86.1% | $10,762-91.0% | $5,651-82.8% |