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 | $106,749-89.3% | $145,433-92.2% | $82,448-86.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 24.53% | 27.59%-3.1pp | 66.58%-42.0pp | 41.64%-17.1pp |
| Employer contribution / active EE | $3,321 | $3,444-3.6% | $4,554-27.1% | $2,551+30.2% |
| Participant deferral / active EE | $4,725 | $6,519-27.5% | $7,897-40.2% | $4,139+14.2% |
| Admin fee / account holder | $1,112 | $8,390-86.7% | $13,129-91.5% | $7,234-84.6% |