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 | $12,650 | $68,719-81.6% | $91,541-86.2% | $84,808-85.1% |
| Participation rate | 97.2% | 64.5%+32.7pp | 69.8%+27.4pp | 68.3%+28.9pp |
| Annual return | 29.01% | 19.12%+9.9pp | 20.50%+8.5pp | 40.90%-11.9pp |
| Employer contribution / active EE | $2,452 | $1,920+27.7% | $2,505-2.1% | $2,631-6.8% |
| Participant deferral / active EE | $4,940 | $3,136+57.5% | $4,008+23.2% | $4,212+17.3% |
| Admin fee / account holder | $615 | $5,786-89.4% | $6,956-91.2% | $7,344-91.6% |