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 | $10,068 | $127,065-92.1% | $113,168-91.1% | $142,382-92.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.82% | 24.03%-2.2pp | 24.27%-2.4pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,692 | $3,442-50.8% | $2,975-43.1% | $4,299-60.6% |
| Participant deferral / active EE | $3,833 | $5,716-33.0% | $5,107-24.9% | $6,507-41.1% |
| Admin fee / account holder | $2,071 | $15,736-86.8% | $12,068-82.8% | $12,624-83.6% |