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 | $17,905 | $165,912-89.2% | $122,332-85.4% | $147,584-87.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 17.05% | 34.55%-17.5pp | 30.27%-13.2pp | 578.55%-561.5pp |
| Employer contribution / active EE | $707 | $5,754-87.7% | $4,050-82.5% | $4,876-85.5% |
| Participant deferral / active EE | $575 | $4,005-85.7% | $3,287-82.5% | $5,439-89.4% |
| Admin fee / account holder | $1,817 | $7,424-75.5% | $5,478-66.8% | $10,885-83.3% |