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 | $13,771 | $135,952-89.9% | $123,892-88.9% | $273,961-95.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.09% | 56.63%-52.5pp | 47.52%-43.4pp | 41.45%-37.4pp |
| Employer contribution / active EE | $5,017 | $5,170-3.0% | $4,617+8.7% | $4,869+3.0% |
| Participant deferral / active EE | $3,821 | $6,343-39.8% | $5,984-36.2% | $5,287-27.7% |
| Admin fee / account holder | $2,675 | $9,817-72.8% | $8,357-68.0% | $10,132-73.6% |