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 | $8,667 | $72,277-88.0% | $101,248-91.4% | $79,858-89.1% |
| Participation rate | 72.5% | 68.5%+4.0pp | 75.8%-3.3pp | 69.6%+2.9pp |
| Annual return | 20.59% | 22.30%-1.7pp | 46.47%-25.9pp | 31.71%-11.1pp |
| Employer contribution / active EE | $826 | $2,692-69.3% | $3,660-77.4% | $2,471-66.6% |
| Participant deferral / active EE | $1,795 | $3,282-45.3% | $4,370-58.9% | $3,740-52.0% |
| Admin fee / account holder | $519 | $4,400-88.2% | $5,945-91.3% | $5,306-90.2% |