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 | $16,329 | $91,552-82.2% | $133,956-87.8% | $79,858-79.6% |
| Participation rate | 73.0% | 73.3%-0.4pp | 79.8%-6.9pp | 69.6%+3.3pp |
| Annual return | 22.54% | 61.85%-39.3pp | 45.09%-22.6pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,475 | $2,384-38.1% | $3,919-62.3% | $2,471-40.3% |
| Participant deferral / active EE | $1,954 | $3,733-47.7% | $5,048-61.3% | $3,740-47.8% |
| Admin fee / account holder | $644 | $6,321-89.8% | $8,927-92.8% | $5,306-87.9% |