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 | $19,331 | $86,944-77.8% | $107,525-82.0% | $74,304-74.0% |
| Participation rate | 73.0% | 59.6%+13.5pp | 75.1%-2.1pp | 60.3%+12.7pp |
| Annual return | 20.46% | 23.52%-3.1pp | 181.32%-160.9pp | 29.43%-9.0pp |
| Employer contribution / active EE | $1,852 | $2,757-32.8% | $3,754-50.7% | $2,241-17.4% |
| Participant deferral / active EE | $2,536 | $3,554-28.7% | $5,116-50.4% | $3,767-32.7% |
| Admin fee / account holder | $1,577 | $3,727-57.7% | $8,919-82.3% | $2,969-46.9% |