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 | $12,820 | $77,813-83.5% | $123,544-89.6% | $64,186-80.0% |
| Participation rate | 72.2% | 74.7%-2.5pp | 82.3%-10.1pp | 69.6%+2.7pp |
| Annual return | -6.85% | 12.48%-19.3pp | 119.20%-126.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,025 | $3,014-66.0% | $4,628-77.9% | $2,381-56.9% |
| Participant deferral / active EE | $6,697 | $5,240+27.8% | $6,426+4.2% | $3,470+93.0% |
| Admin fee / account holder | $1,888 | $5,519-65.8% | $9,284-79.7% | $4,888-61.4% |