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 | $16,178 | $88,707-81.8% | $74,183-78.2% | $273,961-94.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.35% | 11.94%-2.6pp | 17.74%-8.4pp | 41.45%-32.1pp |
| Employer contribution / active EE | $3,174 | $3,159+0.5% | $2,370+33.9% | $4,869-34.8% |
| Participant deferral / active EE | $9,055 | $4,212+115.0% | $3,550+155.1% | $5,287+71.3% |
| Admin fee / account holder | $1,925 | $8,717-77.9% | $5,586-65.5% | $10,132-81.0% |