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 | $8,244 | $113,935-92.8% | $94,224-91.3% | $125,391-93.4% |
| Participation rate | 87.5% | 82.9%+4.6pp | 78.8%+8.7pp | 83.2%+4.3pp |
| Annual return | 2.05% | 5.29%-3.2pp | 10.68%-8.6pp | 282.22%-280.2pp |
| Employer contribution / active EE | $1,774 | $4,727-62.5% | $3,587-50.5% | $4,866-63.6% |
| Participant deferral / active EE | $7,958 | $5,179+53.7% | $4,320+84.2% | $5,352+48.7% |
| Admin fee / account holder | $1,973 | $8,391-76.5% | $6,269-68.5% | $9,540-79.3% |