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 | $15,065 | $70,669-78.7% | $169,368-91.1% | $75,163-80.0% |
| Participation rate | 78.6% | 64.8%+13.8pp | 77.1%+1.4pp | 67.2%+11.4pp |
| Annual return | 29.00% | 36.36%-7.4pp | 405.60%-376.6pp | 160.62%-131.6pp |
| Employer contribution / active EE | $2,260 | $2,211+2.2% | $4,013-43.7% | $2,670-15.3% |
| Participant deferral / active EE | $4,501 | $4,311+4.4% | $6,221-27.7% | $4,125+9.1% |
| Admin fee / account holder | $1,333 | $5,402-75.3% | $9,003-85.2% | $5,651-76.4% |