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 | $10,329 | $172,478-94.0% | $145,661-92.9% | $142,382-92.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 34.97% | 151.09%-116.1pp | 101.46%-66.5pp | 217.08%-182.1pp |
| Employer contribution / active EE | $1,636 | $4,899-66.6% | $4,238-61.4% | $4,299-61.9% |
| Participant deferral / active EE | $4,952 | $8,348-40.7% | $7,198-31.2% | $6,507-23.9% |
| Admin fee / account holder | $2,695 | $16,864-84.0% | $12,466-78.4% | $12,624-78.7% |