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 | $19,076 | $77,813-75.5% | $123,544-84.6% | $64,186-70.3% |
| Participation rate | 95.5% | 74.7%+20.7pp | 82.3%+13.2pp | 69.6%+25.9pp |
| Annual return | -8.07% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,667 | $3,014-44.7% | $4,628-64.0% | $2,381-30.0% |
| Participant deferral / active EE | $3,290 | $5,240-37.2% | $6,426-48.8% | $3,470-5.2% |
| Admin fee / account holder | $979 | $5,519-82.3% | $9,284-89.5% | $4,888-80.0% |