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 | $16,094 | $65,041-75.3% | $90,951-82.3% | $79,858-79.8% |
| Participation rate | 81.6% | 61.6%+20.0pp | 69.0%+12.6pp | 69.6%+12.0pp |
| Annual return | 16.84% | 30.45%-13.6pp | 134.60%-117.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,424 | $1,247+14.2% | $2,122-32.9% | $2,471-42.4% |
| Participant deferral / active EE | $1,788 | $2,512-28.8% | $3,373-47.0% | $3,740-52.2% |
| Admin fee / account holder | $1,839 | $4,536-59.5% | $5,959-69.1% | $5,306-65.3% |