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 4-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 | $10,497 | $95,803-89.0% | $113,168-90.7% | $84,808-87.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 20.10% | 25.00%-4.9pp | 24.27%-4.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,623 | $2,360+11.1% | $2,975-11.8% | $2,631-0.3% |
| Participant deferral / active EE | $2,724 | $4,242-35.8% | $5,107-46.7% | $4,212-35.3% |
| Admin fee / account holder | $567 | $8,989-93.7% | $12,068-95.3% | $7,344-92.3% |