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 | $16,693 | $93,571-82.2% | $135,903-87.7% | $75,163-77.8% |
| Participation rate | 82.9% | 75.2%+7.7pp | 81.9%+1.0pp | 67.2%+15.7pp |
| Annual return | 40.42% | 30.90%+9.5pp | 68.23%-27.8pp | 160.62%-120.2pp |
| Employer contribution / active EE | $2,286 | $3,537-35.4% | $4,856-52.9% | $2,670-14.4% |
| Participant deferral / active EE | $5,345 | $6,404-16.5% | $7,758-31.1% | $4,125+29.6% |
| Admin fee / account holder | $2,268 | $6,975-67.5% | $10,762-78.9% | $5,651-59.9% |