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 | $9,106 | $90,503-89.9% | $78,689-88.4% | $273,961-96.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 17.28% | 75.60%-58.3pp | 62.18%-44.9pp | 41.45%-24.2pp |
| Employer contribution / active EE | $1,436 | $3,176-54.8% | $2,851-49.6% | $4,869-70.5% |
| Participant deferral / active EE | $2,364 | $3,901-39.4% | $3,517-32.8% | $5,287-55.3% |
| Admin fee / account holder | $425 | $5,263-91.9% | $4,510-90.6% | $10,132-95.8% |