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 | $5,683 | $117,983-95.2% | $101,794-94.4% | $142,382-96.0% |
| Participation rate | 82.4% | 74.2%+8.1pp | 69.2%+13.2pp | 80.1%+2.2pp |
| Annual return | 15.17% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $723 | $2,773-73.9% | $2,289-68.4% | $4,299-83.2% |
| Participant deferral / active EE | $1,174 | $4,714-75.1% | $4,084-71.3% | $6,507-82.0% |
| Admin fee / account holder | $412 | $10,433-96.1% | $8,777-95.3% | $12,624-96.7% |