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 | $8,728 | $73,867-88.2% | $143,757-93.9% | $68,494-87.3% |
| Participation rate | 82.9% | 66.7%+16.2pp | 80.3%+2.6pp | 67.9%+15.0pp |
| Annual return | 34.28% | 1.01%+33.3pp | -0.04%+34.3pp | -7.84%+42.1pp |
| Employer contribution / active EE | $1,916 | $3,184-39.8% | $4,951-61.3% | $2,596-26.2% |
| Participant deferral / active EE | $1,263 | $3,384-62.7% | $5,637-77.6% | $4,027-68.6% |
| Admin fee / account holder | $2,893 | $5,755-49.7% | $14,673-80.3% | $5,403-46.5% |