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 | $15,949 | $71,057-77.6% | $93,654-83.0% | $80,874-80.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 16.25% | 11.26%+5.0pp | 133.34%-117.1pp | 35.62%-19.4pp |
| Employer contribution / active EE | $1,707 | $1,564+9.1% | $2,421-29.5% | $2,756-38.1% |
| Participant deferral / active EE | $2,233 | $4,034-44.7% | $4,413-49.4% | $4,297-48.0% |
| Admin fee / account holder | $936 | $6,944-86.5% | $8,282-88.7% | $6,935-86.5% |