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 | $10,766 | $65,409-83.5% | $98,442-89.1% | $85,850-87.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.85% | 21.76%-5.9pp | 1492.73%-1476.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,513 | $2,168-30.2% | $2,960-48.9% | $2,565-41.0% |
| Participant deferral / active EE | $2,425 | $3,166-23.4% | $4,276-43.3% | $3,952-38.6% |
| Admin fee / account holder | $1,512 | $4,593-67.1% | $5,949-74.6% | $6,260-75.8% |