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 | $14,691 | $81,446-82.0% | $103,374-85.8% | $80,874-81.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.49% | 25.57%-15.1pp | 24.89%-14.4pp | 35.62%-25.1pp |
| Employer contribution / active EE | $2,749 | $3,107-11.5% | $3,869-28.9% | $2,756-0.2% |
| Participant deferral / active EE | $2,649 | $3,870-31.6% | $5,058-47.6% | $4,297-38.4% |
| Admin fee / account holder | $839 | $6,715-87.5% | $8,394-90.0% | $6,935-87.9% |