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 10-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 | $11,973 | $90,503-86.8% | $78,689-84.8% | $273,961-95.6% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 7.66% | 75.60%-67.9pp | 62.18%-54.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $3,001 | $3,176-5.5% | $2,851+5.3% | $4,869-38.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $618 | $5,263-88.3% | $4,510-86.3% | $10,132-93.9% |