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 | $18,794 | $77,813-75.8% | $123,544-84.8% | $64,186-70.7% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | 0.76% | 12.48%-11.7pp | 119.20%-118.4pp | 7.63%-6.9pp |
| Employer contribution / active EE | $2,647 | $3,014-12.2% | $4,628-42.8% | $2,381+11.2% |
| Participant deferral / active EE | $6,843 | $5,240+30.6% | $6,426+6.5% | $3,470+97.2% |
| Admin fee / account holder | $534 | $5,519-90.3% | $9,284-94.3% | $4,888-89.1% |