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 | $11,582 | $73,933-84.3% | $96,683-88.0% | $75,163-84.6% |
| Participation rate | 71.0% | 66.4%+4.5pp | 74.3%-3.4pp | 67.2%+3.8pp |
| Annual return | 55.97% | 26.70%+29.3pp | 35.69%+20.3pp | 160.62%-104.6pp |
| Employer contribution / active EE | $1,492 | $2,928-49.1% | $3,737-60.1% | $2,670-44.1% |
| Participant deferral / active EE | $2,463 | $3,659-32.7% | $4,878-49.5% | $4,125-40.3% |
| Admin fee / account holder | $310 | $5,216-94.1% | $6,730-95.4% | $5,651-94.5% |