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 | $6,332 | $64,307-90.2% | $57,343-89.0% | $125,391-95.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.84% | 25.12%-26.0pp | 24.39%-25.2pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,164 | $3,193-32.2% | $2,689-19.5% | $4,866-55.5% |
| Participant deferral / active EE | $5,302 | $3,848+37.8% | $3,162+67.6% | $5,352-0.9% |
| Admin fee / account holder | $6,204 | $5,242+18.4% | $3,356+84.9% | $9,540-35.0% |