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 8-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 | $15,218 | $88,672-82.8% | $105,223-85.5% | $82,448-81.5% |
| Participation rate | 86.2% | 67.9%+18.3pp | 75.0%+11.2pp | 68.1%+18.1pp |
| Annual return | 19.32% | 30.86%-11.5pp | 180.65%-161.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,236 | $3,048-59.5% | $3,689-66.5% | $2,551-51.6% |
| Participant deferral / active EE | $2,146 | $4,036-46.8% | $5,072-57.7% | $4,139-48.1% |
| Admin fee / account holder | $857 | $7,146-88.0% | $8,859-90.3% | $7,234-88.2% |