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 | $5,740 | $39,122-85.3% | $57,179-90.0% | $62,891-90.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 19.11% | 9.23%+9.9pp | 14.59%+4.5pp | 20.14%-1.0pp |
| Employer contribution / active EE | $1,058 | $1,874-43.5% | $2,682-60.6% | $2,281-53.6% |
| Participant deferral / active EE | $2,514 | $2,374+5.9% | $3,096-18.8% | $3,203-21.5% |
| Admin fee / account holder | $1,323 | $2,592-49.0% | $3,139-57.9% | $4,296-69.2% |