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 | $36,449 | $123,793-70.6% | $177,821-79.5% | $79,858-54.4% |
| Participation rate | 80.6% | 84.7%-4.0pp | 87.7%-7.1pp | 69.6%+11.0pp |
| Annual return | 73.70% | 22.82%+50.9pp | 48.32%+25.4pp | 31.71%+42.0pp |
| Employer contribution / active EE | $2,618 | $4,095-36.1% | $5,918-55.8% | $2,471+5.9% |
| Participant deferral / active EE | $5,325 | $5,956-10.6% | $7,714-31.0% | $3,740+42.4% |
| Admin fee / account holder | $10,383 | $7,243+43.4% | $12,427-16.5% | $5,306+95.7% |