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 | $30,558 | $100,041-69.5% | $149,718-79.6% | $70,131-56.4% |
| Participation rate | 88.6% | 83.6%+5.0pp | 87.1%+1.5pp | 69.5%+19.0pp |
| Annual return | 14.56% | 27.43%-12.9pp | 1501.63%-1487.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,536 | $3,662-58.1% | $5,445-71.8% | $2,342-34.4% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,550 | $8,286-81.3% | $11,283-86.3% | $4,645-66.6% |