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 | $12,214 | $148,534-91.8% | $135,903-91.0% | $139,434-91.2% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 29.92% | 79.19%-49.3pp | 68.23%-38.3pp | 372.94%-343.0pp |
| Employer contribution / active EE | $5,173 | $5,243-1.3% | $4,856+6.5% | $4,751+8.9% |
| Participant deferral / active EE | $7,890 | $8,100-2.6% | $7,758+1.7% | $6,710+17.6% |
| Admin fee / account holder | $3,712 | $12,400-70.1% | $10,762-65.5% | $11,403-67.4% |