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 | $10,090 | $84,233-88.0% | $170,442-94.1% | $70,131-85.6% |
| Participation rate | 93.9% | 70.8%+23.1pp | 83.6%+10.3pp | 69.5%+24.4pp |
| Annual return | 17.48% | 23.06%-5.6pp | 205.93%-188.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,583 | $3,387-53.3% | $5,433-70.9% | $2,342-32.4% |
| Participant deferral / active EE | $1,720 | $3,086-44.3% | $4,939-65.2% | $3,332-48.4% |
| Admin fee / account holder | $861 | $5,698-84.9% | $13,880-93.8% | $4,645-81.5% |