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 | $109,881-87.5% | $150,045-90.9% | $84,808-83.8% |
| Participation rate | 91.9% | 76.1%+15.8pp | 82.3%+9.6pp | 68.3%+23.6pp |
| Annual return | 61.19% | 28.25%+32.9pp | 62.55%-1.4pp | 40.90%+20.3pp |
| Employer contribution / active EE | $1,415 | $3,561-60.3% | $4,693-69.9% | $2,631-46.2% |
| Participant deferral / active EE | $4,529 | $6,636-31.7% | $7,997-43.4% | $4,212+7.5% |
| Admin fee / account holder | $523 | $8,568-93.9% | $13,435-96.1% | $7,344-92.9% |