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 | $54,695 | $102,597-46.7% | $75,924-28.0% | $254,510-78.5% |
| Participation rate | 100.0% | 58.9%+41.1pp | 52.9%+47.1pp | 43.0%+57.0pp |
| Annual return | 12.20% | 5.74%+6.5pp | 6.78%+5.4pp | 259.13%-246.9pp |
| Employer contribution / active EE | $4,657 | $36,770-87.3% | $28,542-83.7% | $41,469-88.8% |
| Participant deferral / active EE | $193 | $558-65.3% | $763-74.7% | $153+26.4% |
| Admin fee / account holder | $1,642 | $595+176.1% | $1,754-6.4% | $21,546-92.4% |