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 | $10,998 | $153,772-92.8% | $133,980-91.8% | $273,961-96.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.51% | 36.51%-26.0pp | 29.30%-18.8pp | 41.45%-30.9pp |
| Employer contribution / active EE | $3,335 | $6,029-44.7% | $5,211-36.0% | $4,869-31.5% |
| Participant deferral / active EE | $4,762 | $6,958-31.6% | $6,282-24.2% | $5,287-9.9% |
| Admin fee / account holder | $694 | $11,765-94.1% | $9,324-92.6% | $10,132-93.2% |