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 | $16,483 | $146,267-88.7% | $197,124-91.6% | $82,448-80.0% |
| Participation rate | 92.6% | 84.0%+8.6pp | 86.7%+5.9pp | 68.1%+24.5pp |
| Annual return | 30.89% | 29.61%+1.3pp | 44.34%-13.5pp | 41.64%-10.7pp |
| Employer contribution / active EE | $2,453 | $4,723-48.1% | $6,227-60.6% | $2,551-3.8% |
| Participant deferral / active EE | $5,764 | $7,035-18.1% | $9,135-36.9% | $4,139+39.3% |
| Admin fee / account holder | $564 | $14,422-96.1% | $16,298-96.5% | $7,234-92.2% |