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 | $28,416 | $108,825-73.9% | $156,181-81.8% | $82,448-65.5% |
| Participation rate | 89.6% | 72.4%+17.2pp | 78.8%+10.8pp | 68.1%+21.5pp |
| Annual return | 14.18% | 20.59%-6.4pp | 64.87%-50.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,027 | $2,870-29.4% | $4,294-52.8% | $2,551-20.5% |
| Participant deferral / active EE | $3,463 | $4,577-24.3% | $6,132-43.5% | $4,139-16.3% |
| Admin fee / account holder | $3,763 | $9,341-59.7% | $14,586-74.2% | $7,234-48.0% |