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 | $11,935 | $71,809-83.4% | $61,048-80.4% | $152,861-92.2% |
| Participation rate | 84.6% | 84.2%+0.4pp | 79.3%+5.3pp | 82.4%+2.2pp |
| Annual return | 17.32% | 29.74%-12.4pp | 26.18%-8.9pp | 345.32%-328.0pp |
| Employer contribution / active EE | $2,075 | $4,545-54.3% | $3,716-44.2% | $4,762-56.4% |
| Participant deferral / active EE | $3,527 | $5,467-35.5% | $4,470-21.1% | $5,850-39.7% |
| Admin fee / account holder | $7,591 | $4,750+59.8% | $3,728+103.7% | $11,596-34.5% |