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 | $11,984 | $54,762-78.1% | $90,281-86.7% | $72,985-83.6% |
| Participation rate | 84.1% | 65.1%+19.0pp | 73.3%+10.9pp | 69.5%+14.6pp |
| Annual return | 45.48% | 30.63%+14.9pp | 78.10%-32.6pp | 81.00%-35.5pp |
| Employer contribution / active EE | $1,115 | $2,092-46.7% | $2,854-61.0% | $2,440-54.3% |
| Participant deferral / active EE | $4,507 | $2,887+56.1% | $3,885+16.0% | $3,607+24.9% |
| Admin fee / account holder | $2,748 | $3,972-30.8% | $5,351-48.6% | $5,124-46.4% |