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 | $13,344 | $72,277-81.5% | $101,248-86.8% | $79,858-83.3% |
| Participation rate | 91.7% | 68.5%+23.2pp | 75.8%+15.9pp | 69.6%+22.0pp |
| Annual return | 25.05% | 22.30%+2.7pp | 46.47%-21.4pp | 31.71%-6.7pp |
| Employer contribution / active EE | $1,783 | $2,692-33.7% | $3,660-51.3% | $2,471-27.8% |
| Participant deferral / active EE | $4,059 | $3,282+23.7% | $4,370-7.1% | $3,740+8.5% |
| Admin fee / account holder | $328 | $4,400-92.5% | $5,945-94.5% | $5,306-93.8% |