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 | $6,375 | $76,407-91.7% | $150,298-95.8% | $82,448-92.3% |
| Participation rate | 84.6% | 66.4%+18.2pp | 77.8%+6.9pp | 68.1%+16.5pp |
| Annual return | 19.40% | 39.99%-20.6pp | 62.79%-43.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,262 | $2,614-51.7% | $4,154-69.6% | $2,551-50.5% |
| Participant deferral / active EE | $1,415 | $3,214-56.0% | $5,453-74.0% | $4,139-65.8% |
| Admin fee / account holder | $930 | $6,352-85.4% | $14,116-93.4% | $7,234-87.1% |