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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,329 | $46,869-80.1% | $122,332-92.4% | $70,131-86.7% |
| Participation rate | 43.5% | 58.2%-14.7pp | 71.6%-28.2pp | 69.5%-26.1pp |
| Annual return | 51.29% | 24.22%+27.1pp | 30.27%+21.0pp | 73.14%-21.8pp |
| Employer contribution / active EE | $992 | $1,288-22.9% | $4,050-75.5% | $2,342-57.6% |
| Participant deferral / active EE | $1,752 | $2,166-19.1% | $3,287-46.7% | $3,332-47.4% |
| Admin fee / account holder | $710 | $3,322-78.6% | $5,478-87.0% | $4,645-84.7% |