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 | $13,959 | $72,492-80.7% | $87,100-84.0% | $72,985-80.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 28.31% | 24.46%+3.9pp | 28.19%+0.1pp | 81.00%-52.7pp |
| Employer contribution / active EE | $2,113 | $1,894+11.6% | $2,521-16.2% | $2,440-13.4% |
| Participant deferral / active EE | $2,132 | $3,270-34.8% | $4,049-47.3% | $3,607-40.9% |
| Admin fee / account holder | $335 | $5,055-93.4% | $7,497-95.5% | $5,124-93.5% |