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 | $12,033 | $93,071-87.1% | $74,583-83.9% | $273,961-95.6% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 3.91% | 26.18%-22.3pp | 20.47%-16.6pp | 41.45%-37.5pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $557 | $4,160-86.6% | $3,458-83.9% | $5,287-89.5% |
| Admin fee / account holder | $323 | $5,272-93.9% | $4,138-92.2% | $10,132-96.8% |