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 | $7,771 | $95,803-91.9% | $113,168-93.1% | $84,808-90.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 19.78% | 25.00%-5.2pp | 24.27%-4.5pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,266 | $2,360-46.3% | $2,975-57.4% | $2,631-51.9% |
| Participant deferral / active EE | $3,159 | $4,242-25.5% | $5,107-38.1% | $4,212-25.0% |
| Admin fee / account holder | $2,937 | $8,989-67.3% | $12,068-75.7% | $7,344-60.0% |