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 | $8,437 | $45,035-81.3% | $62,995-86.6% | $70,131-88.0% |
| Participation rate | 77.8% | 69.5%+8.3pp | 74.8%+3.0pp | 69.5%+8.2pp |
| Annual return | 26.31% | 18.76%+7.6pp | 87.57%-61.3pp | 73.14%-46.8pp |
| Employer contribution / active EE | $968 | $2,051-52.8% | $2,759-64.9% | $2,342-58.7% |
| Participant deferral / active EE | $3,361 | $2,465+36.4% | $3,329+0.9% | $3,332+0.9% |
| Admin fee / account holder | $333 | $2,834-88.2% | $3,600-90.7% | $4,645-92.8% |