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 | $8,796 | $85,202-89.7% | $172,739-94.9% | $72,985-87.9% |
| Participation rate | 87.3% | 70.1%+17.2pp | 82.6%+4.6pp | 69.5%+17.8pp |
| Annual return | 26.32% | 27.32%-1.0pp | 802.84%-776.5pp | 81.00%-54.7pp |
| Employer contribution / active EE | $1,363 | $3,324-59.0% | $5,143-73.5% | $2,440-44.1% |
| Participant deferral / active EE | $1,609 | $3,260-50.7% | $5,198-69.0% | $3,607-55.4% |
| Admin fee / account holder | $2,347 | $5,884-60.1% | $13,954-83.2% | $5,124-54.2% |