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 | $8,699 | $90,745-90.4% | $130,231-93.3% | $75,163-88.4% |
| Participation rate | 92.7% | 71.1%+21.7pp | 76.3%+16.4pp | 67.2%+25.5pp |
| Annual return | 25.66% | 34.45%-8.8pp | 38.77%-13.1pp | 160.62%-135.0pp |
| Employer contribution / active EE | $2,176 | $3,314-34.3% | $4,126-47.3% | $2,670-18.5% |
| Participant deferral / active EE | $3,335 | $5,362-37.8% | $6,799-50.9% | $4,125-19.2% |
| Admin fee / account holder | $2,145 | $6,331-66.1% | $6,020-64.4% | $5,651-62.0% |