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 | $10,515 | $159,602-93.4% | $150,045-93.0% | $142,382-92.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 18.50% | 70.24%-51.7pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,614 | $4,961-67.5% | $4,693-65.6% | $4,299-62.5% |
| Participant deferral / active EE | $3,027 | $8,310-63.6% | $7,997-62.1% | $6,507-53.5% |
| Admin fee / account holder | $2,873 | $14,846-80.6% | $13,435-78.6% | $12,624-77.2% |