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 | $10,982 | $76,000-85.6% | $154,107-92.9% | $64,186-82.9% |
| Participation rate | 89.7% | 70.4%+19.2pp | 83.0%+6.6pp | 69.6%+20.1pp |
| Annual return | 34.67% | 30.32%+4.3pp | 735.12%-700.5pp | 7.63%+27.0pp |
| Employer contribution / active EE | $554 | $3,351-83.5% | $5,298-89.5% | $2,381-76.7% |
| Participant deferral / active EE | $1,237 | $3,175-61.0% | $5,081-75.7% | $3,470-64.4% |
| Admin fee / account holder | $10,737 | $5,596+91.9% | $13,411-19.9% | $4,888+119.7% |