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 | $13,375 | $115,770-88.4% | $101,248-86.8% | $158,922-91.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 13.52% | 56.14%-42.6pp | 46.47%-33.0pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,142 | $4,175-72.6% | $3,660-68.8% | $4,761-76.0% |
| Participant deferral / active EE | $2,349 | $4,957-52.6% | $4,370-46.2% | $5,982-60.7% |
| Admin fee / account holder | $5,307 | $7,245-26.7% | $5,945-10.7% | $11,246-52.8% |