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 | $19,824 | $104,475-81.0% | $159,436-87.6% | $79,386-75.0% |
| Participation rate | 83.1% | 76.6%+6.5pp | 82.8%+0.3pp | 70.7%+12.4pp |
| Annual return | 34.31% | 67.95%-33.6pp | 263.57%-229.3pp | 116.85%-82.5pp |
| Employer contribution / active EE | $1,476 | $3,417-56.8% | $4,829-69.4% | $2,427-39.2% |
| Participant deferral / active EE | $3,509 | $6,467-45.7% | $7,352-52.3% | $4,046-13.3% |
| Admin fee / account holder | $480 | $711-32.4% | $10,799-95.6% | $626-23.3% |