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 | $10,511 | $73,933-85.8% | $96,683-89.1% | $75,163-86.0% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 48.86% | 26.70%+22.2pp | 35.69%+13.2pp | 160.62%-111.8pp |
| Employer contribution / active EE | $2,060 | $2,928-29.6% | $3,737-44.9% | $2,670-22.8% |
| Participant deferral / active EE | $3,418 | $3,659-6.6% | $4,878-29.9% | $4,125-17.1% |
| Admin fee / account holder | $3,008 | $5,216-42.3% | $6,730-55.3% | $5,651-46.8% |