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 | $9,688 | $91,190-89.4% | $178,490-94.6% | $79,858-87.9% |
| Participation rate | 87.3% | 69.2%+18.1pp | 81.9%+5.4pp | 69.6%+17.7pp |
| Annual return | 14.91% | 24.19%-9.3pp | 151.07%-136.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,444 | $3,256-55.7% | $5,011-71.2% | $2,471-41.6% |
| Participant deferral / active EE | $1,772 | $3,236-45.2% | $5,202-65.9% | $3,740-52.6% |
| Admin fee / account holder | $1,067 | $6,751-84.2% | $13,984-92.4% | $5,306-79.9% |