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 | $6,126 | $63,764-90.4% | $81,930-92.5% | $79,858-92.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 18.68% | 22.66%-4.0pp | 29.49%-10.8pp | 31.71%-13.0pp |
| Employer contribution / active EE | $973 | $1,795-45.8% | $4,310-77.4% | $2,471-60.6% |
| Participant deferral / active EE | $2,425 | $2,780-12.8% | $7,107-65.9% | $3,740-35.1% |
| Admin fee / account holder | $729 | $4,426-83.5% | $5,158-85.9% | $5,306-86.3% |