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 | $9,107 | $52,279-82.6% | $89,391-89.8% | $79,858-88.6% |
| Participation rate | 92.5% | 57.5%+35.0pp | 68.0%+24.5pp | 69.6%+22.9pp |
| Annual return | 24.33% | 22.16%+2.2pp | 245.62%-221.3pp | 31.71%-7.4pp |
| Employer contribution / active EE | $1,041 | $1,572-33.8% | $2,586-59.7% | $2,471-57.9% |
| Participant deferral / active EE | $1,392 | $2,740-49.2% | $3,890-64.2% | $3,740-62.8% |
| Admin fee / account holder | $311 | $3,356-90.7% | $4,881-93.6% | $5,306-94.1% |