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 | $5,744 | $51,576-88.9% | $129,207-95.6% | $80,856-92.9% |
| Participation rate | 80.8% | 57.0%+23.8pp | 69.6%+11.2pp | 67.6%+13.1pp |
| Annual return | 13.61% | 20.81%-7.2pp | 9417.33%-9403.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $629 | $1,584-60.3% | $4,153-84.9% | $2,755-77.2% |
| Participant deferral / active EE | $1,641 | $2,669-38.5% | $4,168-60.6% | $4,296-61.8% |
| Admin fee / account holder | $2,051 | $4,305-52.4% | $7,715-73.4% | $6,918-70.4% |