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 | $7,666 | $90,503-91.5% | $78,689-90.3% | $273,961-97.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.71% | 75.60%-70.9pp | 62.18%-57.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $3,379 | $3,176+6.4% | $2,851+18.5% | $4,869-30.6% |
| Participant deferral / active EE | $5,232 | $3,901+34.1% | $3,517+48.8% | $5,287-1.0% |
| Admin fee / account holder | $10,301 | $5,263+95.7% | $4,510+128.4% | $10,132+1.7% |