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 | $14,608 | $127,100-88.5% | $105,738-86.2% | $135,375-89.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 7.50% | 4.49%+3.0pp | 6.27%+1.2pp | 519.73%-512.2pp |
| Employer contribution / active EE | $4,158 | $4,107+1.2% | $3,268+27.2% | $4,779-13.0% |
| Participant deferral / active EE | $2,049 | $5,064-59.5% | $4,080-49.8% | $5,609-63.5% |
| Admin fee / account holder | $5,876 | $9,087-35.3% | $6,913-15.0% | $10,827-45.7% |