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 | $17,398 | $65,561-73.5% | $86,188-79.8% | $75,163-76.9% |
| Participation rate | 98.7% | 60.5%+38.2pp | 69.0%+29.7pp | 67.2%+31.5pp |
| Annual return | 13.88% | 46.05%-32.2pp | 1168.45%-1154.6pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,637 | $1,553+5.4% | $2,380-31.2% | $2,670-38.7% |
| Participant deferral / active EE | $2,373 | $3,024-21.5% | $3,985-40.5% | $4,125-42.5% |
| Admin fee / account holder | $1,077 | $5,474-80.3% | $6,852-84.3% | $5,651-80.9% |