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 4-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 | $9,412 | $167,484-94.4% | $151,611-93.8% | $134,475-93.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 18.45% | 7.80%+10.6pp | 3.33%+15.1pp | 417.96%-399.5pp |
| Employer contribution / active EE | $2,199 | $6,829-67.8% | $6,166-64.3% | $4,740-53.6% |
| Participant deferral / active EE | $7,781 | $8,986-13.4% | $8,363-7.0% | $6,400+21.6% |
| Admin fee / account holder | $946 | $13,783-93.1% | $11,616-91.9% | $11,426-91.7% |