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 | $74,829 | $169,910-56.0% | $158,640-52.8% | $248,183-69.8% |
| Participation rate | 100.0% | 35.4%+64.6pp | 22.2%+77.8pp | 45.9%+54.1pp |
| Annual return | 10.23% | 9.33%+0.9pp | 10.65%-0.4pp | 10.21%0pp |
| Employer contribution / active EE | $16,248 | $36,456-55.4% | $30,880-47.4% | $42,272-61.6% |
| Participant deferral / active EE | $18,000 | $49+36677.3% | $65+27708.5% | $121+14812.8% |
| Admin fee / account holder | $477 | $1,630-70.7% | $1,478-67.7% | $13,518-96.5% |