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 | $10,218 | $172,478-94.1% | $145,661-93.0% | $142,382-92.8% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.2%-2.2pp | 80.1%-5.1pp |
| Annual return | 16.34% | 151.09%-134.8pp | 101.46%-85.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,708 | $4,899-24.3% | $4,238-12.5% | $4,299-13.7% |
| Participant deferral / active EE | $7,152 | $8,348-14.3% | $7,198-0.6% | $6,507+9.9% |
| Admin fee / account holder | $760 | $16,864-95.5% | $12,466-93.9% | $12,624-94.0% |