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 | $9,234 | $45,073-79.5% | $69,455-86.7% | $72,985-87.3% |
| Participation rate | 95.3% | 68.5%+26.8pp | 74.6%+20.7pp | 69.5%+25.8pp |
| Annual return | 12.58% | 22.65%-10.1pp | 28.97%-16.4pp | 81.00%-68.4pp |
| Employer contribution / active EE | $2,265 | $2,054+10.3% | $2,779-18.5% | $2,440-7.2% |
| Participant deferral / active EE | $1,252 | $2,602-51.9% | $3,535-64.6% | $3,607-65.3% |
| Admin fee / account holder | $424 | $3,056-86.1% | $3,839-89.0% | $5,124-91.7% |