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 | $18,471 | $89,753-79.4% | $107,525-82.8% | $84,808-78.2% |
| Participation rate | 87.1% | 68.1%+19.0pp | 75.1%+12.0pp | 68.3%+18.7pp |
| Annual return | 15.77% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,570 | $3,113-49.6% | $3,754-58.2% | $2,631-40.3% |
| Participant deferral / active EE | $4,049 | $4,056-0.2% | $5,116-20.9% | $4,212-3.9% |
| Admin fee / account holder | $1,428 | $7,222-80.2% | $8,919-84.0% | $7,344-80.5% |