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 3-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 | $9,691 | $74,927-87.1% | $101,794-90.5% | $84,808-88.6% |
| Participation rate | 85.4% | 61.4%+24.0pp | 69.2%+16.2pp | 68.3%+17.1pp |
| Annual return | 228.14% | 18.70%+209.4pp | 30.53%+197.6pp | 40.90%+187.2pp |
| Employer contribution / active EE | $501 | $1,522-67.1% | $2,289-78.1% | $2,631-80.9% |
| Participant deferral / active EE | $1,534 | $3,099-50.5% | $4,084-62.4% | $4,212-63.6% |
| Admin fee / account holder | $765 | $6,514-88.3% | $8,777-91.3% | $7,344-89.6% |