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 8-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 | $9,222 | $77,899-88.2% | $149,673-93.8% | $75,163-87.7% |
| Participation rate | 91.3% | 65.6%+25.7pp | 78.8%+12.5pp | 67.2%+24.1pp |
| Annual return | 14.00% | 31.72%-17.7pp | 134.42%-120.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $430 | $3,137-86.3% | $4,818-91.1% | $2,670-83.9% |
| Participant deferral / active EE | $1,326 | $3,411-61.1% | $5,680-76.7% | $4,125-67.9% |
| Admin fee / account holder | $343 | $5,956-94.2% | $13,210-97.4% | $5,651-93.9% |