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 | $13,444 | $96,557-86.1% | $80,975-83.4% | $273,961-95.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 15.19% | 15.14%+0.1pp | 17.10%-1.9pp | 41.45%-26.3pp |
| Employer contribution / active EE | $3,588 | $4,868-26.3% | $3,714-3.4% | $4,869-26.3% |
| Participant deferral / active EE | $4,488 | $6,598-32.0% | $5,696-21.2% | $5,287-15.1% |
| Admin fee / account holder | $446 | $7,492-94.1% | $5,516-91.9% | $10,132-95.6% |