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 | $10,736 | $172,111-93.8% | $150,298-92.9% | $137,256-92.2% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 84.18% | 69.37%+14.8pp | 62.79%+21.4pp | 220.34%-136.2pp |
| Employer contribution / active EE | $1,979 | $4,636-57.3% | $4,154-52.4% | $4,156-52.4% |
| Participant deferral / active EE | $4,940 | $6,166-19.9% | $5,453-9.4% | $6,407-22.9% |
| Admin fee / account holder | $3,430 | $16,471-79.2% | $14,116-75.7% | $12,270-72.0% |