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 | $42,363 | $148,978-71.6% | $200,582-78.9% | $84,808-50.0% |
| Participation rate | 77.5% | 84.2%-6.7pp | 86.9%-9.4pp | 68.3%+9.2pp |
| Annual return | 17.57% | 28.16%-10.6pp | 42.33%-24.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,969 | $4,815-38.3% | $6,419-53.7% | $2,631+12.9% |
| Participant deferral / active EE | $5,233 | $7,142-26.7% | $9,331-43.9% | $4,212+24.2% |
| Admin fee / account holder | $472 | $13,977-96.6% | $16,305-97.1% | $7,344-93.6% |