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 | $21,741 | $65,041-66.6% | $90,951-76.1% | $79,858-72.8% |
| Participation rate | 79.1% | 61.6%+17.5pp | 69.0%+10.1pp | 69.6%+9.5pp |
| Annual return | 15.09% | 30.45%-15.4pp | 134.60%-119.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $980 | $1,247-21.4% | $2,122-53.8% | $2,471-60.3% |
| Participant deferral / active EE | $2,113 | $2,512-15.9% | $3,373-37.4% | $3,740-43.5% |
| Admin fee / account holder | $1,131 | $4,536-75.1% | $5,959-81.0% | $5,306-78.7% |