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 | $12,033 | $88,707-86.4% | $74,183-83.8% | $273,961-95.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.83% | 11.94%-3.1pp | 17.74%-8.9pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,479 | $3,159-53.2% | $2,370-37.6% | $4,869-69.6% |
| Participant deferral / active EE | $6,227 | $4,212+47.8% | $3,550+75.4% | $5,287+17.8% |
| Admin fee / account holder | $736 | $8,717-91.6% | $5,586-86.8% | $10,132-92.7% |