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 | $10,402 | $111,754-90.7% | $103,333-89.9% | $145,922-92.9% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.5pp |
| Annual return | 11.82% | 24.77%-12.9pp | 24.88%-13.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,468 | $4,212-65.1% | $3,868-62.0% | $4,660-68.5% |
| Participant deferral / active EE | $2,551 | $5,619-54.6% | $5,057-49.6% | $6,688-61.9% |
| Admin fee / account holder | $688 | $9,750-92.9% | $8,355-91.8% | $13,397-94.9% |