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 3-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 | $10,310 | $118,450-91.3% | $98,439-89.5% | $139,434-92.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 9.36% | 18.94%-9.6pp | 21.16%-11.8pp | 372.94%-363.6pp |
| Employer contribution / active EE | $2,858 | $3,609-20.8% | $3,048-6.2% | $4,751-39.8% |
| Participant deferral / active EE | $7,451 | $5,392+38.2% | $4,738+57.3% | $6,710+11.0% |
| Admin fee / account holder | $4,623 | $14,026-67.0% | $8,948-48.3% | $11,403-59.5% |