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 | $11,272 | $177,572-93.7% | $154,803-92.7% | $142,382-92.1% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.1%-1.6pp | 80.1%-3.6pp |
| Annual return | 14.93% | 65.07%-50.1pp | 58.88%-44.0pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,063 | $4,810-57.1% | $4,305-52.1% | $4,299-52.0% |
| Participant deferral / active EE | $3,755 | $6,272-40.1% | $5,540-32.2% | $6,507-42.3% |
| Admin fee / account holder | $2,294 | $16,786-86.3% | $14,329-84.0% | $12,624-81.8% |