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 | $12,629 | $72,277-82.5% | $101,248-87.5% | $79,858-84.2% |
| Participation rate | 71.1% | 68.5%+2.6pp | 75.8%-4.8pp | 69.6%+1.4pp |
| Annual return | 16.47% | 22.30%-5.8pp | 46.47%-30.0pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,463 | $2,692-45.6% | $3,660-60.0% | $2,471-40.8% |
| Participant deferral / active EE | $2,439 | $3,282-25.7% | $4,370-44.2% | $3,740-34.8% |
| Admin fee / account holder | $859 | $4,400-80.5% | $5,945-85.6% | $5,306-83.8% |