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 | $15,242 | $70,428-78.4% | $96,562-84.2% | $85,850-82.2% |
| Participation rate | 85.7% | 61.8%+23.9pp | 69.8%+15.9pp | 69.3%+16.4pp |
| Annual return | 14.83% | 18.59%-3.8pp | 37.78%-22.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $416 | $1,413-70.5% | $2,356-82.3% | $2,565-83.8% |
| Participant deferral / active EE | $3,734 | $2,894+29.0% | $3,849-3.0% | $3,952-5.5% |
| Admin fee / account holder | $1,424 | $4,997-71.5% | $6,181-77.0% | $6,260-77.3% |