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 | $15,789 | $99,341-84.1% | $84,750-81.4% | $273,961-94.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.92% | 22.93%-10.0pp | 22.78%-9.9pp | 41.45%-28.5pp |
| Employer contribution / active EE | $1,804 | $4,214-57.2% | $3,574-49.5% | $4,869-62.9% |
| Participant deferral / active EE | $5,009 | $4,269+17.3% | $3,712+34.9% | $5,287-5.3% |
| Admin fee / account holder | $880 | $6,644-86.8% | $5,332-83.5% | $10,132-91.3% |