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 | $13,308 | $113,935-88.3% | $94,224-85.9% | $125,391-89.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 3.54% | 5.29%-1.7pp | 10.68%-7.1pp | 282.22%-278.7pp |
| Employer contribution / active EE | $1,686 | $4,727-64.3% | $3,587-53.0% | $4,866-65.4% |
| Participant deferral / active EE | $6,210 | $5,179+19.9% | $4,320+43.7% | $5,352+16.0% |
| Admin fee / account holder | $2,739 | $8,391-67.4% | $6,269-56.3% | $9,540-71.3% |