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 | $14,279 | $112,881-87.4% | $90,951-84.3% | $158,922-91.0% |
| Participation rate | 90.9% | 74.7%+16.2pp | 69.0%+21.9pp | 82.0%+9.0pp |
| Annual return | 7.78% | 215.79%-208.0pp | 134.60%-126.8pp | 302.83%-295.0pp |
| Employer contribution / active EE | $2,913 | $2,893+0.7% | $2,122+37.3% | $4,761-38.8% |
| Participant deferral / active EE | $1,730 | $4,128-58.1% | $3,373-48.7% | $5,982-71.1% |
| Admin fee / account holder | $5,209 | $8,041-35.2% | $5,959-12.6% | $11,246-53.7% |