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 | $4,431 | $96,956-95.4% | $70,014-93.7% | $273,961-98.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 8.34% | 12.93%-4.6pp | 12.99%-4.7pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,157 | $3,316-65.1% | $2,338-50.5% | $4,869-76.2% |
| Participant deferral / active EE | $1,858 | $3,744-50.4% | $2,931-36.6% | $5,287-64.9% |
| Admin fee / account holder | $1,678 | $7,934-78.9% | $4,380-61.7% | $10,132-83.4% |