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 | $18,557 | $78,672-76.4% | $109,143-83.0% | $85,850-78.4% |
| Participation rate | 87.5% | 68.3%+19.2pp | 75.9%+11.6pp | 69.3%+18.2pp |
| Annual return | 19.79% | 25.09%-5.3pp | 25.75%-6.0pp | 318.53%-298.7pp |
| Employer contribution / active EE | $2,036 | $2,735-25.5% | $3,722-45.3% | $2,565-20.6% |
| Participant deferral / active EE | $2,776 | $3,467-19.9% | $4,653-40.3% | $3,952-29.8% |
| Admin fee / account holder | $969 | $5,469-82.3% | $6,752-85.6% | $6,260-84.5% |