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 5-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 | $9,455 | $68,719-86.2% | $91,541-89.7% | $84,808-88.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 16.74% | 19.12%-2.4pp | 20.50%-3.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,233 | $1,920+16.3% | $2,505-10.8% | $2,631-15.1% |
| Participant deferral / active EE | $3,754 | $3,136+19.7% | $4,008-6.3% | $4,212-10.9% |
| Admin fee / account holder | $2,062 | $5,786-64.4% | $6,956-70.4% | $7,344-71.9% |