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 | $22,532 | $138,347-83.7% | $184,203-87.8% | $80,856-72.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 52.23% | 20.02%+32.2pp | 28.81%+23.4pp | 35.59%+16.6pp |
| Employer contribution / active EE | $3,668 | $4,850-24.4% | $6,427-42.9% | $2,755+33.1% |
| Participant deferral / active EE | $5,925 | $7,071-16.2% | $9,131-35.1% | $4,296+37.9% |
| Admin fee / account holder | $860 | $10,483-91.8% | $13,901-93.8% | $6,918-87.6% |