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 | $14,299 | $65,395-78.1% | $182,532-92.2% | $72,985-80.4% |
| Participation rate | 75.9% | 65.4%+10.4pp | 78.0%-2.1pp | 69.5%+6.4pp |
| Annual return | 27.14% | 27.68%-0.5pp | 148.54%-121.4pp | 81.00%-53.9pp |
| Employer contribution / active EE | $1,109 | $1,911-41.9% | $4,076-72.8% | $2,440-54.5% |
| Participant deferral / active EE | $1,866 | $3,563-47.6% | $5,524-66.2% | $3,607-48.3% |
| Admin fee / account holder | $563 | $4,245-86.7% | $8,592-93.4% | $5,124-89.0% |