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 | $12,737 | $133,922-90.5% | $116,228-89.0% | $142,382-91.1% |
| Participation rate | 88.2% | 77.9%+10.4pp | 74.6%+13.7pp | 80.1%+8.1pp |
| Annual return | 16.01% | 147.76%-131.8pp | 90.06%-74.0pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,424 | $3,446-58.7% | $2,994-52.4% | $4,299-66.9% |
| Participant deferral / active EE | $2,494 | $5,672-56.0% | $4,953-49.7% | $6,507-61.7% |
| Admin fee / account holder | $2,364 | $14,945-84.2% | $11,989-80.3% | $12,624-81.3% |