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 | $18,545 | $125,758-85.3% | $169,993-89.1% | $75,163-75.3% |
| Participation rate | 85.1% | 83.6%+1.5pp | 87.0%-1.9pp | 67.2%+17.9pp |
| Annual return | 28.07% | 27.20%+0.9pp | 53.37%-25.3pp | 160.62%-132.5pp |
| Employer contribution / active EE | $1,928 | $4,615-58.2% | $6,785-71.6% | $2,670-27.8% |
| Participant deferral / active EE | $4,221 | $6,837-38.3% | $10,408-59.4% | $4,125+2.3% |
| Admin fee / account holder | $817 | $8,173-90.0% | $12,815-93.6% | $5,651-85.5% |