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 | $17,074 | $73,933-76.9% | $96,683-82.3% | $75,163-77.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.43% | 26.70%-12.3pp | 35.69%-21.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,335 | $2,928-54.4% | $3,737-64.3% | $2,670-50.0% |
| Participant deferral / active EE | $3,282 | $3,659-10.3% | $4,878-32.7% | $4,125-20.4% |
| Admin fee / account holder | $1,261 | $5,216-75.8% | $6,730-81.3% | $5,651-77.7% |