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 | $10,278 | $96,484-89.3% | $75,886-86.5% | $152,861-93.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.4%+3.3pp |
| Annual return | 15.03% | 33.98%-19.0pp | 30.76%-15.7pp | 345.32%-330.3pp |
| Employer contribution / active EE | $1,959 | $3,309-40.8% | $2,500-21.7% | $4,762-58.9% |
| Participant deferral / active EE | $2,944 | $4,553-35.3% | $3,603-18.3% | $5,850-49.7% |
| Admin fee / account holder | $1,753 | $8,078-78.3% | $5,418-67.6% | $11,596-84.9% |