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 | $17,040 | $89,355-80.9% | $141,162-87.9% | $72,985-76.7% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 27.23% | 111.85%-84.6pp | 71.39%-44.2pp | 81.00%-53.8pp |
| Employer contribution / active EE | $1,075 | $3,114-65.5% | $4,735-77.3% | $2,440-55.9% |
| Participant deferral / active EE | $7,389 | $5,418+36.4% | $6,709+10.1% | $3,607+104.8% |
| Admin fee / account holder | $331 | $5,958-94.4% | $10,261-96.8% | $5,124-93.5% |