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 | $8,668 | $72,277-88.0% | $101,248-91.4% | $79,858-89.1% |
| Participation rate | 83.8% | 68.5%+15.3pp | 75.8%+8.0pp | 69.6%+14.2pp |
| Annual return | 28.56% | 22.30%+6.3pp | 46.47%-17.9pp | 31.71%-3.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,227 | $3,282-32.1% | $4,370-49.0% | $3,740-40.5% |
| Admin fee / account holder | $300 | $4,400-93.2% | $5,945-94.9% | $5,306-94.3% |