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 | $13,710 | $106,749-87.2% | $145,433-90.6% | $82,448-83.4% |
| Participation rate | 91.9% | 75.6%+16.2pp | 82.1%+9.8pp | 68.1%+23.8pp |
| Annual return | 61.19% | 27.59%+33.6pp | 66.58%-5.4pp | 41.64%+19.6pp |
| Employer contribution / active EE | $1,415 | $3,444-58.9% | $4,554-68.9% | $2,551-44.5% |
| Participant deferral / active EE | $4,529 | $6,519-30.5% | $7,897-42.6% | $4,139+9.4% |
| Admin fee / account holder | $523 | $8,390-93.8% | $13,129-96.0% | $7,234-92.8% |