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 | $9,568 | $79,944-88.0% | $98,439-90.3% | $75,163-87.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 23.60% | 19.75%+3.8pp | 21.16%+2.4pp | 160.62%-137.0pp |
| Employer contribution / active EE | $6,402 | $2,264+182.8% | $3,048+110.0% | $2,670+139.8% |
| Participant deferral / active EE | $7,323 | $3,752+95.2% | $4,738+54.6% | $4,125+77.5% |
| Admin fee / account holder | $6,417 | $6,840-6.2% | $8,948-28.3% | $5,651+13.6% |