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 | $10,122 | $75,828-86.7% | $147,614-93.1% | $59,632-83.0% |
| Participation rate | 85.7% | 71.6%+14.1pp | 84.6%+1.1pp | 68.7%+17.0pp |
| Annual return | 7.39% | 0.37%+7.0pp | 61.98%-54.6pp | 2041.28%-2033.9pp |
| Employer contribution / active EE | $1,043 | $3,485-70.1% | $5,564-81.3% | $2,203-52.7% |
| Participant deferral / active EE | $1,642 | $3,130-47.5% | $4,895-66.5% | $3,192-48.6% |
| Admin fee / account holder | $2,102 | $5,985-64.9% | $11,611-81.9% | $4,297-51.1% |