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 | $7,817 | $117,983-93.4% | $101,794-92.3% | $142,382-94.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 15.31% | 36.92%-21.6pp | 30.53%-15.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,211 | $2,773-56.3% | $2,289-47.1% | $4,299-71.8% |
| Participant deferral / active EE | $1,768 | $4,714-62.5% | $4,084-56.7% | $6,507-72.8% |
| Admin fee / account holder | $1,217 | $10,433-88.3% | $8,777-86.1% | $12,624-90.4% |