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 | $11,540 | $106,749-89.2% | $145,433-92.1% | $82,448-86.0% |
| Participation rate | 96.1% | 75.6%+20.4pp | 82.1%+14.0pp | 68.1%+28.0pp |
| Annual return | 21.73% | 27.59%-5.9pp | 66.58%-44.8pp | 41.64%-19.9pp |
| Employer contribution / active EE | $1,056 | $3,444-69.3% | $4,554-76.8% | $2,551-58.6% |
| Participant deferral / active EE | $4,357 | $6,519-33.2% | $7,897-44.8% | $4,139+5.3% |
| Admin fee / account holder | $766 | $8,390-90.9% | $13,129-94.2% | $7,234-89.4% |