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 | $17,068 | $77,813-78.1% | $123,544-86.2% | $64,186-73.4% |
| Participation rate | 89.4% | 74.7%+14.7pp | 82.3%+7.1pp | 69.6%+19.8pp |
| Annual return | 10.79% | 12.48%-1.7pp | 119.20%-108.4pp | 7.63%+3.2pp |
| Employer contribution / active EE | $3,287 | $3,014+9.1% | $4,628-29.0% | $2,381+38.0% |
| Participant deferral / active EE | $9,516 | $5,240+81.6% | $6,426+48.1% | $3,470+174.3% |
| Admin fee / account holder | $4,065 | $5,519-26.3% | $9,284-56.2% | $4,888-16.8% |