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 | $9,160 | $57,354-84.0% | $83,848-89.1% | $64,186-85.7% |
| Participation rate | 86.5% | 68.6%+17.9pp | 76.1%+10.3pp | 69.6%+16.9pp |
| Annual return | -7.67% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,986 | $2,545-22.0% | $3,631-45.3% | $2,381-16.6% |
| Participant deferral / active EE | $3,279 | $2,993+9.6% | $4,082-19.7% | $3,470-5.5% |
| Admin fee / account holder | $1,136 | $4,046-71.9% | $5,478-79.3% | $4,888-76.8% |