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 | $14,414 | $181,894-92.1% | $156,549-90.8% | $273,961-94.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.99% | 30.74%-27.8pp | 32.23%-29.2pp | 41.45%-38.5pp |
| Employer contribution / active EE | $5,563 | $6,248-11.0% | $5,501+1.1% | $4,869+14.3% |
| Participant deferral / active EE | $6,479 | $5,550+16.7% | $4,871+33.0% | $5,287+22.5% |
| Admin fee / account holder | $127,577 | $15,559+719.9% | $13,027+879.3% | $10,132+1159.2% |