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 | $1,955 | $202,432-99.0% | $169,368-98.8% | $139,434-98.6% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 13.95% | 531.74%-517.8pp | 405.60%-391.7pp | 372.94%-359.0pp |
| Employer contribution / active EE | $580 | $4,692-87.6% | $4,013-85.5% | $4,751-87.8% |
| Participant deferral / active EE | $1,600 | $6,938-76.9% | $6,221-74.3% | $6,710-76.2% |
| Admin fee / account holder | $5,669 | $10,708-47.1% | $9,003-37.0% | $11,403-50.3% |