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 | $19,184 | $95,880-80.0% | $107,525-82.2% | $85,563-77.6% |
| Participation rate | 73.3% | 70.1%+3.1pp | 75.1%-1.8pp | 66.0%+7.3pp |
| Annual return | 19.93% | 68.06%-48.1pp | 181.32%-161.4pp | 31.51%-11.6pp |
| Employer contribution / active EE | $1,535 | $3,812-59.7% | $3,754-59.1% | $2,654-42.2% |
| Participant deferral / active EE | $2,150 | $4,201-48.8% | $5,116-58.0% | $4,375-50.8% |
| Admin fee / account holder | $3,097 | $1,025+202.0% | $8,919-65.3% | $834+271.2% |