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 | $10,705 | $88,583-87.9% | $88,497-87.9% | $273,961-96.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 6.95% | 5.68%+1.3pp | 7.63%-0.7pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,453 | $4,502-45.5% | $4,036-39.2% | $4,869-49.6% |
| Participant deferral / active EE | $3,002 | $4,891-38.6% | $4,899-38.7% | $5,287-43.2% |
| Admin fee / account holder | $3,159 | $8,980-64.8% | $6,220-49.2% | $10,132-68.8% |