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 | $7,846 | $96,557-91.9% | $80,975-90.3% | $273,961-97.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.20% | 15.14%-8.9pp | 17.10%-10.9pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,295 | $4,868-73.4% | $3,714-65.1% | $4,869-73.4% |
| Participant deferral / active EE | $1,849 | $6,598-72.0% | $5,696-67.5% | $5,287-65.0% |
| Admin fee / account holder | $2,077 | $7,492-72.3% | $5,516-62.3% | $10,132-79.5% |