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 7-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 | $15,585 | $72,277-78.4% | $101,248-84.6% | $79,858-80.5% |
| Participation rate | 84.0% | 68.5%+15.5pp | 75.8%+8.2pp | 69.6%+14.4pp |
| Annual return | 18.98% | 22.30%-3.3pp | 46.47%-27.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,787 | $2,692-33.6% | $3,660-51.2% | $2,471-27.7% |
| Participant deferral / active EE | $2,234 | $3,282-31.9% | $4,370-48.9% | $3,740-40.3% |
| Admin fee / account holder | $930 | $4,400-78.9% | $5,945-84.4% | $5,306-82.5% |