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 8-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 | $16,011 | $109,881-85.4% | $150,045-89.3% | $84,808-81.1% |
| Participation rate | 81.7% | 76.1%+5.6pp | 82.3%-0.6pp | 68.3%+13.4pp |
| Annual return | 23.54% | 28.25%-4.7pp | 62.55%-39.0pp | 40.90%-17.4pp |
| Employer contribution / active EE | $1,846 | $3,561-48.2% | $4,693-60.7% | $2,631-29.8% |
| Participant deferral / active EE | $2,829 | $6,636-57.4% | $7,997-64.6% | $4,212-32.8% |
| Admin fee / account holder | $2,321 | $8,568-72.9% | $13,435-82.7% | $7,344-68.4% |