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 | $8,637 | $106,515-91.9% | $96,683-91.1% | $139,434-93.8% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 20.27% | 38.43%-18.2pp | 35.69%-15.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,507 | $4,103-63.3% | $3,737-59.7% | $4,751-68.3% |
| Participant deferral / active EE | $3,059 | $5,454-43.9% | $4,878-37.3% | $6,710-54.4% |
| Admin fee / account holder | $752 | $7,877-90.5% | $6,730-88.8% | $11,403-93.4% |