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 | $106,749-85.0% | $145,433-89.0% | $82,448-80.6% |
| Participation rate | 81.7% | 75.6%+6.0pp | 82.1%-0.4pp | 68.1%+13.6pp |
| Annual return | 23.54% | 27.59%-4.1pp | 66.58%-43.0pp | 41.64%-18.1pp |
| Employer contribution / active EE | $1,846 | $3,444-46.4% | $4,554-59.5% | $2,551-27.6% |
| Participant deferral / active EE | $2,829 | $6,519-56.6% | $7,897-64.2% | $4,139-31.7% |
| Admin fee / account holder | $2,321 | $8,390-72.3% | $13,129-82.3% | $7,234-67.9% |