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 5-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 | $9,005 | $109,413-91.8% | $156,263-94.2% | $84,808-89.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 18.73% | 20.18%-1.4pp | 59.47%-40.7pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,057 | $2,907-29.2% | $4,333-52.5% | $2,631-21.8% |
| Participant deferral / active EE | $2,290 | $4,590-50.1% | $6,158-62.8% | $4,212-45.6% |
| Admin fee / account holder | $2,117 | $9,357-77.4% | $14,255-85.1% | $7,344-71.2% |