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 | $11,321 | $76,000-85.1% | $154,107-92.7% | $64,186-82.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 18.18% | 30.32%-12.1pp | 735.12%-716.9pp | 7.63%+10.5pp |
| Employer contribution / active EE | $525 | $3,351-84.3% | $5,298-90.1% | $2,381-77.9% |
| Participant deferral / active EE | $4,589 | $3,175+44.5% | $5,081-9.7% | $3,470+32.3% |
| Admin fee / account holder | $5,268 | $5,596-5.9% | $13,411-60.7% | $4,888+7.8% |