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 | $9,802 | $78,422-87.5% | $95,952-89.8% | $79,858-87.7% |
| Participation rate | 88.5% | 73.5%+15.0pp | 77.1%+11.4pp | 69.6%+18.8pp |
| Annual return | 21.91% | 19.37%+2.5pp | 91.61%-69.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $798 | $1,945-59.0% | $2,541-68.6% | $2,471-67.7% |
| Participant deferral / active EE | $1,616 | $3,440-53.0% | $4,167-61.2% | $3,740-56.8% |
| Admin fee / account holder | $2,989 | $5,622-46.8% | $6,795-56.0% | $5,306-43.7% |