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 | $2,403 | $211,958-98.9% | $169,463-98.6% | $135,375-98.2% |
| Participation rate | 88.9% | 82.6%+6.3pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -5.15% | 3.26%-8.4pp | 1.83%-7.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $733 | $5,120-85.7% | $4,159-82.4% | $4,779-84.7% |
| Participant deferral / active EE | $1,120 | $6,075-81.6% | $5,277-78.8% | $5,609-80.0% |
| Admin fee / account holder | $1,920 | $11,471-83.3% | $9,109-78.9% | $10,827-82.3% |