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 | $15,361 | $215,361-92.9% | $171,082-91.0% | $273,961-94.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.48% | 25.14%-19.7pp | 32.56%-27.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,403 | $4,967-71.8% | $4,002-64.9% | $4,869-71.2% |
| Participant deferral / active EE | $4,670 | $5,543-15.8% | $4,797-2.7% | $5,287-11.7% |
| Admin fee / account holder | $10,396 | $10,846-4.2% | $8,520+22.0% | $10,132+2.6% |