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 | $10,250 | $96,956-89.4% | $70,014-85.4% | $273,961-96.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 3.79% | 12.93%-9.1pp | 12.99%-9.2pp | 41.45%-37.7pp |
| Employer contribution / active EE | $4,251 | $3,316+28.2% | $2,338+81.8% | $4,869-12.7% |
| Participant deferral / active EE | $7,778 | $3,744+107.7% | $2,931+165.4% | $5,287+47.1% |
| Admin fee / account holder | $8,871 | $7,934+11.8% | $4,380+102.5% | $10,132-12.4% |