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 | $19,435 | $98,240-80.2% | $82,313-76.4% | $147,584-86.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.60% | 30.85%-18.3pp | 25.88%-13.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $3,269 | $3,192+2.4% | $2,428+34.6% | $4,876-33.0% |
| Participant deferral / active EE | $6,637 | $4,383+51.4% | $3,706+79.1% | $5,439+22.0% |
| Admin fee / account holder | $2,866 | $8,563-66.5% | $5,608-48.9% | $10,885-73.7% |