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 | $15,621 | $89,355-82.5% | $141,162-88.9% | $72,985-78.6% |
| Participation rate | 85.7% | 75.1%+10.6pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 19.19% | 111.85%-92.7pp | 71.39%-52.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $745 | $3,114-76.1% | $4,735-84.3% | $2,440-69.5% |
| Participant deferral / active EE | $3,814 | $5,418-29.6% | $6,709-43.2% | $3,607+5.7% |
| Admin fee / account holder | $6,729 | $5,958+12.9% | $10,261-34.4% | $5,124+31.3% |