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 | $10,082 | $65,685-84.7% | $57,179-82.4% | $273,961-96.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 11.58% | 21.99%-10.4pp | 14.59%-3.0pp | 41.45%-29.9pp |
| Employer contribution / active EE | $3,012 | $3,279-8.1% | $2,682+12.3% | $4,869-38.1% |
| Participant deferral / active EE | $7,152 | $3,782+89.1% | $3,096+131.0% | $5,287+35.3% |
| Admin fee / account holder | $8,596 | $4,835+77.8% | $3,139+173.9% | $10,132-15.2% |