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 | $8,944 | $90,503-90.1% | $78,689-88.6% | $273,961-96.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.95% | 75.60%-64.7pp | 62.18%-51.2pp | 41.45%-30.5pp |
| Employer contribution / active EE | $3,383 | $3,176+6.5% | $2,851+18.7% | $4,869-30.5% |
| Participant deferral / active EE | $4,250 | $3,901+9.0% | $3,517+20.9% | $5,287-19.6% |
| Admin fee / account holder | $1,574 | $5,263-70.1% | $4,510-65.1% | $10,132-84.5% |