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 | $12,019 | $124,425-90.3% | $112,040-89.3% | $137,256-91.2% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 34.45% | 24.72%+9.7pp | 24.52%+9.9pp | 220.34%-185.9pp |
| Employer contribution / active EE | $2,659 | $3,411-22.1% | $2,954-10.0% | $4,156-36.0% |
| Participant deferral / active EE | $4,754 | $5,718-16.9% | $5,098-6.7% | $6,407-25.8% |
| Admin fee / account holder | $604 | $15,207-96.0% | $12,098-95.0% | $12,270-95.1% |