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 | $1,925 | $87,540-97.8% | $75,781-97.5% | $125,391-98.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 5.01% | 13.48%-8.5pp | 9.68%-4.7pp | 282.22%-277.2pp |
| Employer contribution / active EE | $927 | $3,930-76.4% | $3,323-72.1% | $4,866-80.9% |
| Participant deferral / active EE | $1,362 | $4,229-67.8% | $3,651-62.7% | $5,352-74.5% |
| Admin fee / account holder | $5,353 | $6,502-17.7% | $5,299+1.0% | $9,540-43.9% |