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 | $13,902 | $72,492-80.8% | $87,100-84.0% | $72,985-81.0% |
| Participation rate | 95.2% | 72.8%+22.4pp | 76.9%+18.4pp | 69.5%+25.8pp |
| Annual return | 22.57% | 24.46%-1.9pp | 28.19%-5.6pp | 81.00%-58.4pp |
| Employer contribution / active EE | $919 | $1,894-51.5% | $2,521-63.6% | $2,440-62.3% |
| Participant deferral / active EE | $2,687 | $3,270-17.8% | $4,049-33.6% | $3,607-25.5% |
| Admin fee / account holder | $826 | $5,055-83.7% | $7,497-89.0% | $5,124-83.9% |