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 | $11,399 | $76,367-85.1% | $93,606-87.8% | $72,985-84.4% |
| Participation rate | 96.1% | 71.7%+24.3pp | 75.8%+20.3pp | 69.5%+26.6pp |
| Annual return | 20.17% | 25.82%-5.7pp | 32.76%-12.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,196 | $2,275-47.4% | $2,718-56.0% | $2,440-51.0% |
| Participant deferral / active EE | $2,240 | $3,538-36.7% | $4,069-45.0% | $3,607-37.9% |
| Admin fee / account holder | $1,594 | $6,838-76.7% | $7,888-79.8% | $5,124-68.9% |