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 | $5,288 | $177,572-97.0% | $154,803-96.6% | $142,382-96.3% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 32.26% | 65.07%-32.8pp | 58.88%-26.6pp | 217.08%-184.8pp |
| Employer contribution / active EE | $1,961 | $4,810-59.2% | $4,305-54.5% | $4,299-54.4% |
| Participant deferral / active EE | $1,969 | $6,272-68.6% | $5,540-64.5% | $6,507-69.7% |
| Admin fee / account holder | $1,886 | $16,786-88.8% | $14,329-86.8% | $12,624-85.1% |