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 | $19,011 | $94,529-79.9% | $140,016-86.4% | $64,186-70.4% |
| Participation rate | 94.7% | 84.1%+10.7pp | 87.5%+7.2pp | 69.6%+25.2pp |
| Annual return | -5.01% | 7.77%-12.8pp | 651.12%-656.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,088 | $3,812-45.2% | $5,606-62.7% | $2,381-12.3% |
| Participant deferral / active EE | $3,535 | $5,250-32.7% | $6,927-49.0% | $3,470+1.9% |
| Admin fee / account holder | $5,886 | $6,741-12.7% | $10,705-45.0% | $4,888+20.4% |