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 | $13,676 | $99,341-86.2% | $84,750-83.9% | $273,961-95.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.82% | 22.93%-18.1pp | 22.78%-18.0pp | 41.45%-36.6pp |
| Employer contribution / active EE | $645 | $4,214-84.7% | $3,574-82.0% | $4,869-86.8% |
| Participant deferral / active EE | $1,308 | $4,269-69.4% | $3,712-64.8% | $5,287-75.3% |
| Admin fee / account holder | $17,446 | $6,644+162.6% | $5,332+227.2% | $10,132+72.2% |