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 | $5,217 | $93,071-94.4% | $74,583-93.0% | $273,961-98.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 2.96% | 26.18%-23.2pp | 20.47%-17.5pp | 41.45%-38.5pp |
| Employer contribution / active EE | $2,031 | $3,160-35.7% | $2,525-19.6% | $4,869-58.3% |
| Participant deferral / active EE | $693 | $4,160-83.3% | $3,458-79.9% | $5,287-86.9% |
| Admin fee / account holder | $351 | $5,272-93.3% | $4,138-91.5% | $10,132-96.5% |