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 | $21,035 | $106,749-80.3% | $145,433-85.5% | $82,448-74.5% |
| Participation rate | 98.1% | 75.6%+22.5pp | 82.1%+16.0pp | 68.1%+30.0pp |
| Annual return | 56.72% | 27.59%+29.1pp | 66.58%-9.9pp | 41.64%+15.1pp |
| Employer contribution / active EE | $1,085 | $3,444-68.5% | $4,554-76.2% | $2,551-57.5% |
| Participant deferral / active EE | $6,210 | $6,519-4.7% | $7,897-21.4% | $4,139+50.0% |
| Admin fee / account holder | $550 | $8,390-93.4% | $13,129-95.8% | $7,234-92.4% |