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 7-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 | $18,474 | $70,428-73.8% | $96,562-80.9% | $85,850-78.5% |
| Participation rate | 75.8% | 61.8%+14.0pp | 69.8%+6.0pp | 69.3%+6.5pp |
| Annual return | 13.99% | 18.59%-4.6pp | 37.78%-23.8pp | 318.53%-304.5pp |
| Employer contribution / active EE | $842 | $1,413-40.4% | $2,356-64.3% | $2,565-67.2% |
| Participant deferral / active EE | $5,150 | $2,894+78.0% | $3,849+33.8% | $3,952+30.3% |
| Admin fee / account holder | $3,256 | $4,997-34.8% | $6,181-47.3% | $6,260-48.0% |