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 | $9,349 | $99,341-90.6% | $84,750-89.0% | $273,961-96.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.18% | 22.93%-13.8pp | 22.78%-13.6pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,410 | $4,214-66.5% | $3,574-60.5% | $4,869-71.0% |
| Participant deferral / active EE | $1,529 | $4,269-64.2% | $3,712-58.8% | $5,287-71.1% |
| Admin fee / account holder | $356 | $6,644-94.6% | $5,332-93.3% | $10,132-96.5% |