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 | $18,149 | $109,881-83.5% | $150,045-87.9% | $84,808-78.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 35.62% | 28.25%+7.4pp | 62.55%-26.9pp | 40.90%-5.3pp |
| Employer contribution / active EE | $3,898 | $3,561+9.4% | $4,693-17.0% | $2,631+48.1% |
| Participant deferral / active EE | $3,697 | $6,636-44.3% | $7,997-53.8% | $4,212-12.2% |
| Admin fee / account holder | $1,225 | $8,568-85.7% | $13,435-90.9% | $7,344-83.3% |