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 | $10,810 | $70,669-84.7% | $169,368-93.6% | $75,163-85.6% |
| Participation rate | 84.4% | 64.8%+19.6pp | 77.1%+7.2pp | 67.2%+17.2pp |
| Annual return | 19.26% | 36.36%-17.1pp | 405.60%-386.3pp | 160.62%-141.4pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,888 | $4,311-9.8% | $6,221-37.5% | $4,125-5.7% |
| Admin fee / account holder | $1,259 | $5,402-76.7% | $9,003-86.0% | $5,651-77.7% |