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 | $9,106 | $65,395-86.1% | $182,532-95.0% | $72,985-87.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 21.25% | 27.68%-6.4pp | 148.54%-127.3pp | 81.00%-59.8pp |
| Employer contribution / active EE | $2,676 | $1,911+40.0% | $4,076-34.3% | $2,440+9.7% |
| Participant deferral / active EE | $1,876 | $3,563-47.3% | $5,524-66.0% | $3,607-48.0% |
| Admin fee / account holder | $529 | $4,245-87.5% | $8,592-93.8% | $5,124-89.7% |