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 | $18,071 | $99,032-81.8% | $80,019-77.4% | $135,375-86.7% |
| Participation rate | 82.6% | 78.4%+4.3pp | 75.8%+6.8pp | 82.6%0pp |
| Annual return | -6.95% | 15.39%-22.3pp | 11.22%-18.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,316 | $3,043-56.8% | $2,468-46.7% | $4,779-72.5% |
| Participant deferral / active EE | $2,114 | $4,282-50.6% | $3,686-42.6% | $5,609-62.3% |
| Admin fee / account holder | $1,622 | $10,436-84.5% | $6,521-75.1% | $10,827-85.0% |