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 | $21,441 | $89,355-76.0% | $141,162-84.8% | $72,985-70.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.52% | 111.85%-83.3pp | 71.39%-42.9pp | 81.00%-52.5pp |
| Employer contribution / active EE | $2,646 | $3,114-15.0% | $4,735-44.1% | $2,440+8.5% |
| Participant deferral / active EE | $4,381 | $5,418-19.1% | $6,709-34.7% | $3,607+21.5% |
| Admin fee / account holder | $2,356 | $5,958-60.5% | $10,261-77.0% | $5,124-54.0% |