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 | $8,836 | $84,233-89.5% | $170,442-94.8% | $70,131-87.4% |
| Participation rate | 92.0% | 70.8%+21.2pp | 83.6%+8.4pp | 69.5%+22.5pp |
| Annual return | 29.94% | 23.06%+6.9pp | 205.93%-176.0pp | 73.14%-43.2pp |
| Employer contribution / active EE | $1,749 | $3,387-48.4% | $5,433-67.8% | $2,342-25.3% |
| Participant deferral / active EE | $3,324 | $3,086+7.7% | $4,939-32.7% | $3,332-0.2% |
| Admin fee / account holder | $1,073 | $5,698-81.2% | $13,880-92.3% | $4,645-76.9% |