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 | $12,546 | $78,926-84.1% | $136,749-90.8% | $84,808-85.2% |
| Participation rate | 96.9% | 62.2%+34.7pp | 72.1%+24.7pp | 68.3%+28.6pp |
| Annual return | 22.33% | 18.17%+4.2pp | 24.33%-2.0pp | 40.90%-18.6pp |
| Employer contribution / active EE | $1,895 | $2,134-11.2% | $3,400-44.2% | $2,631-28.0% |
| Participant deferral / active EE | $2,970 | $3,168-6.3% | $4,692-36.7% | $4,212-29.5% |
| Admin fee / account holder | $1,912 | $6,369-70.0% | $11,386-83.2% | $7,344-74.0% |