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 9-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 | $22,390 | $94,625-76.3% | $116,228-80.7% | $84,808-73.6% |
| Participation rate | 93.7% | 70.4%+23.2pp | 74.6%+19.1pp | 68.3%+25.3pp |
| Annual return | 12.35% | 20.40%-8.1pp | 90.06%-77.7pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,208 | $2,347-5.9% | $2,994-26.3% | $2,631-16.1% |
| Participant deferral / active EE | $2,403 | $3,972-39.5% | $4,953-51.5% | $4,212-42.9% |
| Admin fee / account holder | $6,488 | $10,091-35.7% | $11,989-45.9% | $7,344-11.7% |