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 | $4,552 | $108,172-95.8% | $77,482-94.1% | $158,922-97.1% |
| Participation rate | 84.6% | 64.4%+20.2pp | 54.2%+30.4pp | 82.0%+2.7pp |
| Annual return | 7.73% | 31.67%-23.9pp | 54.79%-47.1pp | 302.83%-295.1pp |
| Employer contribution / active EE | $1,380 | $1,325+4.2% | $986+39.9% | $4,761-71.0% |
| Participant deferral / active EE | $2,400 | $2,456-2.3% | $1,861+29.0% | $5,982-59.9% |
| Admin fee / account holder | $2,560 | $3,708-30.9% | $2,858-10.4% | $11,246-77.2% |