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 | $18,311 | $105,630-82.7% | $87,507-79.1% | $273,961-93.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 1.92% | 12.25%-10.3pp | 12.21%-10.3pp | 41.45%-39.5pp |
| Employer contribution / active EE | $8,501 | $3,141+170.7% | $2,550+233.4% | $4,869+74.6% |
| Participant deferral / active EE | $551 | $3,601-84.7% | $3,149-82.5% | $5,287-89.6% |
| Admin fee / account holder | $11,649 | $4,781+143.7% | $4,221+176.0% | $10,132+15.0% |