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 | $10,069 | $91,190-89.0% | $178,490-94.4% | $79,858-87.4% |
| Participation rate | 93.1% | 69.2%+23.9pp | 81.9%+11.2pp | 69.6%+23.5pp |
| Annual return | 11.35% | 24.19%-12.8pp | 151.07%-139.7pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,162 | $3,256-64.3% | $5,011-76.8% | $2,471-53.0% |
| Participant deferral / active EE | $2,643 | $3,236-18.3% | $5,202-49.2% | $3,740-29.3% |
| Admin fee / account holder | $457 | $6,751-93.2% | $13,984-96.7% | $5,306-91.4% |