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 | $14,122 | $125,758-88.8% | $169,993-91.7% | $75,163-81.2% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.0%+9.4pp | 67.2%+29.2pp |
| Annual return | 53.00% | 27.20%+25.8pp | 53.37%-0.4pp | 160.62%-107.6pp |
| Employer contribution / active EE | $4,277 | $4,615-7.3% | $6,785-37.0% | $2,670+60.2% |
| Participant deferral / active EE | $6,931 | $6,837+1.4% | $10,408-33.4% | $4,125+68.0% |
| Admin fee / account holder | $1,070 | $8,173-86.9% | $12,815-91.7% | $5,651-81.1% |