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 | $7,632 | $57,016-86.6% | $84,966-91.0% | $80,856-90.6% |
| Participation rate | 96.6% | 56.3%+40.2pp | 67.5%+29.1pp | 67.6%+28.9pp |
| Annual return | 11.05% | 21.66%-10.6pp | 66.38%-55.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $738 | $1,798-58.9% | $2,727-72.9% | $2,755-73.2% |
| Participant deferral / active EE | $2,781 | $3,110-10.6% | $4,519-38.5% | $4,296-35.3% |
| Admin fee / account holder | $11,379 | $4,980+128.5% | $6,149+85.1% | $6,918+64.5% |