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 | $9,503 | $135,952-93.0% | $123,892-92.3% | $273,961-96.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.91% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,989 | $5,170-61.5% | $4,617-56.9% | $4,869-59.1% |
| Participant deferral / active EE | $2,919 | $6,343-54.0% | $5,984-51.2% | $5,287-44.8% |
| Admin fee / account holder | $2,973 | $9,817-69.7% | $8,357-64.4% | $10,132-70.7% |