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 | $5,634 | $93,571-94.0% | $135,903-95.9% | $75,163-92.5% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 23.91% | 30.90%-7.0pp | 68.23%-44.3pp | 160.62%-136.7pp |
| Employer contribution / active EE | $1,574 | $3,537-55.5% | $4,856-67.6% | $2,670-41.1% |
| Participant deferral / active EE | $2,943 | $6,404-54.0% | $7,758-62.1% | $4,125-28.7% |
| Admin fee / account holder | $465 | $6,975-93.3% | $10,762-95.7% | $5,651-91.8% |