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 5-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 | $10,420 | $67,894-84.7% | $89,340-88.3% | $82,448-87.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 18.10% | 19.21%-1.1pp | 20.57%-2.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,371 | $1,828-25.0% | $2,231-38.6% | $2,551-46.3% |
| Participant deferral / active EE | $2,195 | $3,072-28.6% | $3,823-42.6% | $4,139-47.0% |
| Admin fee / account holder | $1,327 | $5,723-76.8% | $6,704-80.2% | $7,234-81.7% |