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 | $13,908 | $163,101-91.5% | $136,749-89.8% | $142,382-90.2% |
| Participation rate | 92.3% | 78.2%+14.1pp | 72.1%+20.2pp | 80.1%+12.2pp |
| Annual return | 18.36% | 27.54%-9.2pp | 24.33%-6.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,222 | $4,117-70.3% | $3,400-64.1% | $4,299-71.6% |
| Participant deferral / active EE | $2,462 | $5,585-55.9% | $4,692-47.5% | $6,507-62.2% |
| Admin fee / account holder | $1,128 | $14,318-92.1% | $11,386-90.1% | $12,624-91.1% |