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 | $10,876 | $96,557-88.7% | $80,975-86.6% | $273,961-96.0% |
| Participation rate | 95.7% | 79.1%+16.6pp | 75.8%+19.8pp | 83.0%+12.6pp |
| Annual return | 15.21% | 15.14%+0.1pp | 17.10%-1.9pp | 41.45%-26.2pp |
| Employer contribution / active EE | $2,838 | $4,868-41.7% | $3,714-23.6% | $4,869-41.7% |
| Participant deferral / active EE | $2,694 | $6,598-59.2% | $5,696-52.7% | $5,287-49.0% |
| Admin fee / account holder | $366 | $7,492-95.1% | $5,516-93.4% | $10,132-96.4% |