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 | $16,452 | $81,460-79.8% | $103,333-84.1% | $80,856-79.7% |
| Participation rate | 96.6% | 66.8%+29.7pp | 74.5%+22.0pp | 67.6%+28.9pp |
| Annual return | 12.34% | 25.55%-13.2pp | 24.88%-12.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,970 | $3,105-36.5% | $3,868-49.1% | $2,755-28.5% |
| Participant deferral / active EE | $2,110 | $3,869-45.4% | $5,057-58.3% | $4,296-50.9% |
| Admin fee / account holder | $687 | $6,566-89.5% | $8,355-91.8% | $6,918-90.1% |