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 | $9,351 | $177,572-94.7% | $154,803-94.0% | $142,382-93.4% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 46.60% | 65.07%-18.5pp | 58.88%-12.3pp | 217.08%-170.5pp |
| Employer contribution / active EE | $1,426 | $4,810-70.4% | $4,305-66.9% | $4,299-66.8% |
| Participant deferral / active EE | $2,369 | $6,272-62.2% | $5,540-57.2% | $6,507-63.6% |
| Admin fee / account holder | $640 | $16,786-96.2% | $14,329-95.5% | $12,624-94.9% |