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 | $19,849 | $89,753-77.9% | $107,525-81.5% | $84,808-76.6% |
| Participation rate | 87.9% | 68.1%+19.8pp | 75.1%+12.8pp | 68.3%+19.6pp |
| Annual return | 30.32% | 29.48%+0.8pp | 181.32%-151.0pp | 40.90%-10.6pp |
| Employer contribution / active EE | $2,409 | $3,113-22.6% | $3,754-35.8% | $2,631-8.4% |
| Participant deferral / active EE | $5,092 | $4,056+25.5% | $5,116-0.5% | $4,212+20.9% |
| Admin fee / account holder | $1,484 | $7,222-79.4% | $8,919-83.4% | $7,344-79.8% |