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 | $8,419 | $45,073-81.3% | $69,455-87.9% | $72,985-88.5% |
| Participation rate | 94.8% | 68.5%+26.3pp | 74.6%+20.2pp | 69.5%+25.3pp |
| Annual return | 64.18% | 22.65%+41.5pp | 28.97%+35.2pp | 81.00%-16.8pp |
| Employer contribution / active EE | $2,110 | $2,054+2.7% | $2,779-24.1% | $2,440-13.5% |
| Participant deferral / active EE | $1,384 | $2,602-46.8% | $3,535-60.8% | $3,607-61.6% |
| Admin fee / account holder | $749 | $3,056-75.5% | $3,839-80.5% | $5,124-85.4% |