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 | $6,831 | $39,122-82.5% | $57,179-88.1% | $62,891-89.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 1.13% | 9.23%-8.1pp | 14.59%-13.5pp | 20.14%-19.0pp |
| Employer contribution / active EE | $1,461 | $1,874-22.0% | $2,682-45.5% | $2,281-35.9% |
| Participant deferral / active EE | $3,106 | $2,374+30.9% | $3,096+0.3% | $3,203-3.0% |
| Admin fee / account holder | $595 | $2,592-77.0% | $3,139-81.0% | $4,296-86.1% |