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 | $22,694 | $86,929-73.9% | $102,423-77.8% | $80,856-71.9% |
| Participation rate | 86.5% | 72.4%+14.1pp | 76.5%+10.0pp | 67.6%+18.8pp |
| Annual return | 13.89% | 18.88%-5.0pp | 29.32%-15.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,381 | $2,369+0.5% | $3,023-21.3% | $2,755-13.6% |
| Participant deferral / active EE | $3,345 | $4,118-18.8% | $5,053-33.8% | $4,296-22.1% |
| Admin fee / account holder | $2,183 | $8,049-72.9% | $9,451-76.9% | $6,918-68.4% |