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 | $6,010 | $34,308-82.5% | $74,701-92.0% | $72,985-91.8% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 19.17% | 26.58%-7.4pp | 752.92%-733.8pp | 81.00%-61.8pp |
| Employer contribution / active EE | $879 | $692+27.1% | $1,084-18.9% | $2,440-64.0% |
| Participant deferral / active EE | $1,521 | $1,271+19.6% | $1,964-22.6% | $3,607-57.8% |
| Admin fee / account holder | $503 | $2,124-76.3% | $3,333-84.9% | $5,124-90.2% |