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 | $11,741 | $69,515-83.1% | $86,874-86.5% | $85,850-86.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 11.40% | 20.12%-8.7pp | 63.52%-52.1pp | 318.53%-307.1pp |
| Employer contribution / active EE | $4,244 | $1,880+125.7% | $2,495+70.1% | $2,565+65.5% |
| Participant deferral / active EE | $1,235 | $2,919-57.7% | $3,699-66.6% | $3,952-68.7% |
| Admin fee / account holder | $507 | $5,972-91.5% | $5,828-91.3% | $6,260-91.9% |