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 | $11,102 | $67,606-83.6% | $82,313-86.5% | $70,131-84.2% |
| Participation rate | 77.2% | 72.8%+4.4pp | 76.9%+0.3pp | 69.5%+7.6pp |
| Annual return | 42.34% | 21.57%+20.8pp | 25.88%+16.5pp | 73.14%-30.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,733 | $2,987-42.0% | $3,706-53.2% | $3,332-48.0% |
| Admin fee / account holder | $815 | $4,512-81.9% | $5,608-85.5% | $4,645-82.5% |