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 | $17,379 | $65,041-73.3% | $90,951-80.9% | $79,858-78.2% |
| Participation rate | 95.2% | 61.6%+33.6pp | 69.0%+26.2pp | 69.6%+25.5pp |
| Annual return | 26.51% | 30.45%-3.9pp | 134.60%-108.1pp | 31.71%-5.2pp |
| Employer contribution / active EE | $968 | $1,247-22.4% | $2,122-54.4% | $2,471-60.8% |
| Participant deferral / active EE | $6,329 | $2,512+152.0% | $3,373+87.6% | $3,740+69.2% |
| Admin fee / account holder | $719 | $4,536-84.2% | $5,959-87.9% | $5,306-86.5% |