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 | $19,760 | $72,404-72.7% | $110,238-82.1% | $64,186-69.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 10.88% | -6.29%+17.2pp | 314.74%-303.9pp | 7.63%+3.2pp |
| Employer contribution / active EE | $4,073 | $2,282+78.5% | $3,826+6.5% | $2,381+71.1% |
| Participant deferral / active EE | $3,368 | $3,469-2.9% | $4,672-27.9% | $3,470-2.9% |
| Admin fee / account holder | $746 | $5,664-86.8% | $8,547-91.3% | $4,888-84.7% |