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 | $13,831 | $100,041-86.2% | $149,718-90.8% | $70,131-80.3% |
| Participation rate | 89.5% | 83.6%+5.9pp | 87.1%+2.4pp | 69.5%+19.9pp |
| Annual return | 18.21% | 27.43%-9.2pp | 1501.63%-1483.4pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,611 | $3,662-56.0% | $5,445-70.4% | $2,342-31.2% |
| Participant deferral / active EE | $3,379 | $4,983-32.2% | $6,569-48.6% | $3,332+1.4% |
| Admin fee / account holder | $590 | $8,286-92.9% | $11,283-94.8% | $4,645-87.3% |