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 | $12,155 | $81,460-85.1% | $103,333-88.2% | $80,856-85.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.73% | 25.55%-14.8pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $4,719 | $3,105+52.0% | $3,868+22.0% | $2,755+71.3% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $626 | $6,566-90.5% | $8,355-92.5% | $6,918-90.9% |