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 | $10,438 | $108,825-90.4% | $156,181-93.3% | $82,448-87.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 19.83% | 20.59%-0.8pp | 64.87%-45.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,972 | $2,870-31.3% | $4,294-54.1% | $2,551-22.7% |
| Participant deferral / active EE | $3,133 | $4,577-31.6% | $6,132-48.9% | $4,139-24.3% |
| Admin fee / account holder | $993 | $9,341-89.4% | $14,586-93.2% | $7,234-86.3% |