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 | $14,590 | $56,423-74.1% | $77,163-81.1% | $71,457-79.6% |
| Participation rate | 99.2% | 64.3%+34.9pp | 69.6%+29.7pp | 67.9%+31.3pp |
| Annual return | 16.93% | 19.05%-2.1pp | 37.87%-20.9pp | 28.85%-11.9pp |
| Employer contribution / active EE | $2,073 | $1,866+11.1% | $2,535-18.2% | $2,588-19.9% |
| Participant deferral / active EE | $4,207 | $3,142+33.9% | $3,833+9.8% | $4,289-1.9% |
| Admin fee / account holder | $1,438 | $1,429+0.7% | $5,472-73.7% | $1,587-9.4% |