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 | $11,415 | $109,881-89.6% | $150,045-92.4% | $84,808-86.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 24.53% | 28.25%-3.7pp | 62.55%-38.0pp | 40.90%-16.4pp |
| Employer contribution / active EE | $3,321 | $3,561-6.7% | $4,693-29.2% | $2,631+26.2% |
| Participant deferral / active EE | $4,725 | $6,636-28.8% | $7,997-40.9% | $4,212+12.2% |
| Admin fee / account holder | $1,112 | $8,568-87.0% | $13,435-91.7% | $7,344-84.9% |