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 | $40,993 | $138,347-70.4% | $184,203-77.7% | $80,856-49.3% |
| Participation rate | 87.1% | 83.9%+3.2pp | 86.8%+0.3pp | 67.6%+19.5pp |
| Annual return | 16.93% | 20.02%-3.1pp | 28.81%-11.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,043 | $4,850-57.9% | $6,427-68.2% | $2,755-25.9% |
| Participant deferral / active EE | $4,986 | $7,071-29.5% | $9,131-45.4% | $4,296+16.1% |
| Admin fee / account holder | $1,080 | $10,483-89.7% | $13,901-92.2% | $6,918-84.4% |