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 | $9,820 | $102,616-90.4% | $81,983-88.0% | $158,922-93.8% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.2%+10.8pp | 82.0%-2.0pp |
| Annual return | 13.82% | 61.04%-47.2pp | 41.31%-27.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $642 | $3,240-80.2% | $2,498-74.3% | $4,761-86.5% |
| Participant deferral / active EE | $3,756 | $4,648-19.2% | $3,722+0.9% | $5,982-37.2% |
| Admin fee / account holder | $1,668 | $8,235-79.7% | $5,664-70.5% | $11,246-85.2% |