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 | $11,896 | $58,512-79.7% | $84,015-85.8% | $72,985-83.7% |
| Participation rate | 78.4% | 61.2%+17.2pp | 69.0%+9.4pp | 69.5%+8.9pp |
| Annual return | 27.42% | 28.93%-1.5pp | 71.31%-43.9pp | 81.00%-53.6pp |
| Employer contribution / active EE | $1,377 | $1,163+18.4% | $1,983-30.6% | $2,440-43.6% |
| Participant deferral / active EE | $1,793 | $2,394-25.1% | $3,239-44.6% | $3,607-50.3% |
| Admin fee / account holder | $401 | $4,569-91.2% | $6,101-93.4% | $5,124-92.2% |