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 | $8,109 | $49,915-83.8% | $154,803-94.8% | $74,304-89.1% |
| Participation rate | 95.0% | 54.0%+41.0pp | 78.1%+16.9pp | 60.3%+34.7pp |
| Annual return | 17.29% | 34.06%-16.8pp | 58.88%-41.6pp | 29.43%-12.1pp |
| Employer contribution / active EE | $1,380 | $1,611-14.4% | $4,305-68.0% | $2,241-38.4% |
| Participant deferral / active EE | $1,542 | $2,255-31.6% | $5,540-72.2% | $3,767-59.1% |
| Admin fee / account holder | $1,207 | $2,189-44.8% | $14,329-91.6% | $2,969-59.3% |