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 | $14,633 | $99,341-85.3% | $84,750-82.7% | $273,961-94.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.86% | 22.93%-15.1pp | 22.78%-14.9pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,227 | $4,214-70.9% | $3,574-65.7% | $4,869-74.8% |
| Participant deferral / active EE | $3,658 | $4,269-14.3% | $3,712-1.5% | $5,287-30.8% |
| Admin fee / account holder | $501 | $6,644-92.5% | $5,332-90.6% | $10,132-95.1% |