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 | $17,739 | $89,355-80.1% | $141,162-87.4% | $72,985-75.7% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 23.89% | 111.85%-88.0pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,870 | $3,114-7.8% | $4,735-39.4% | $2,440+17.6% |
| Participant deferral / active EE | $4,694 | $5,418-13.4% | $6,709-30.0% | $3,607+30.1% |
| Admin fee / account holder | $479 | $5,958-92.0% | $10,261-95.3% | $5,124-90.6% |