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 | $23,790 | $167,483-85.8% | $115,752-79.4% | $147,584-83.9% |
| Participation rate | 91.3% | 81.7%+9.6pp | 77.8%+13.5pp | 82.8%+8.5pp |
| Annual return | 19.76% | 12.11%+7.6pp | 19.41%+0.3pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,659 | $4,960-46.4% | $3,492-23.8% | $4,876-45.5% |
| Participant deferral / active EE | $4,340 | $7,037-38.3% | $5,204-16.6% | $5,439-20.2% |
| Admin fee / account holder | $458 | $13,069-96.5% | $6,278-92.7% | $10,885-95.8% |