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 | $10,067 | $72,492-86.1% | $87,100-88.4% | $72,985-86.2% |
| Participation rate | 87.3% | 72.8%+14.5pp | 76.9%+10.4pp | 69.5%+17.8pp |
| Annual return | 23.39% | 24.46%-1.1pp | 28.19%-4.8pp | 81.00%-57.6pp |
| Employer contribution / active EE | $707 | $1,894-62.7% | $2,521-72.0% | $2,440-71.0% |
| Participant deferral / active EE | $1,944 | $3,270-40.6% | $4,049-52.0% | $3,607-46.1% |
| Admin fee / account holder | $957 | $5,055-81.1% | $7,497-87.2% | $5,124-81.3% |