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 | $29,002 | $86,929-66.6% | $102,423-71.7% | $80,856-64.1% |
| Participation rate | 93.8% | 72.4%+21.4pp | 76.5%+17.3pp | 67.6%+26.1pp |
| Annual return | 17.55% | 18.88%-1.3pp | 29.32%-11.8pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,020 | $2,369-14.8% | $3,023-33.2% | $2,755-26.7% |
| Participant deferral / active EE | $2,612 | $4,118-36.6% | $5,053-48.3% | $4,296-39.2% |
| Admin fee / account holder | $573 | $8,049-92.9% | $9,451-93.9% | $6,918-91.7% |