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 | $14,337 | $99,341-85.6% | $84,750-83.1% | $273,961-94.8% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 2.28% | 22.93%-20.6pp | 22.78%-20.5pp | 41.45%-39.2pp |
| Employer contribution / active EE | $1,407 | $4,214-66.6% | $3,574-60.6% | $4,869-71.1% |
| Participant deferral / active EE | $6,144 | $4,269+43.9% | $3,712+65.5% | $5,287+16.2% |
| Admin fee / account holder | $977 | $6,644-85.3% | $5,332-81.7% | $10,132-90.4% |