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 | $10,146 | $57,541-82.4% | $95,745-89.4% | $75,163-86.5% |
| Participation rate | 88.9% | 62.5%+26.4pp | 72.3%+16.6pp | 67.2%+21.7pp |
| Annual return | 20.10% | 34.93%-14.8pp | 28.35%-8.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,284 | $1,808-29.0% | $2,835-54.7% | $2,670-51.9% |
| Participant deferral / active EE | $3,334 | $3,074+8.4% | $4,245-21.5% | $4,125-19.2% |
| Admin fee / account holder | $1,547 | $4,099-62.3% | $5,678-72.8% | $5,651-72.6% |