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 | $11,964 | $63,764-81.2% | $81,930-85.4% | $79,858-85.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 11.36% | 22.66%-11.3pp | 29.49%-18.1pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,147 | $1,795-36.1% | $4,310-73.4% | $2,471-53.6% |
| Participant deferral / active EE | $3,236 | $2,780+16.4% | $7,107-54.5% | $3,740-13.5% |
| Admin fee / account holder | $1,456 | $4,426-67.1% | $5,158-71.8% | $5,306-72.6% |