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 | $6,644 | $181,894-96.3% | $156,549-95.8% | $273,961-97.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.88% | 30.74%-16.9pp | 32.23%-18.3pp | 41.45%-27.6pp |
| Employer contribution / active EE | $2,806 | $6,248-55.1% | $5,501-49.0% | $4,869-42.4% |
| Participant deferral / active EE | $3,914 | $5,550-29.5% | $4,871-19.7% | $5,287-26.0% |
| Admin fee / account holder | $1,342 | $15,559-91.4% | $13,027-89.7% | $10,132-86.8% |