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 | $11,177 | $72,492-84.6% | $87,100-87.2% | $72,985-84.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.42% | 24.46%0pp | 28.19%-3.8pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,808 | $1,894-4.6% | $2,521-28.3% | $2,440-25.9% |
| Participant deferral / active EE | $1,866 | $3,270-42.9% | $4,049-53.9% | $3,607-48.3% |
| Admin fee / account holder | $647 | $5,055-87.2% | $7,497-91.4% | $5,124-87.4% |