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 | $10,696 | $106,515-90.0% | $96,683-88.9% | $139,434-92.3% |
| Participation rate | 72.2% | 77.8%-5.6pp | 74.3%-2.1pp | 80.3%-8.1pp |
| Annual return | 22.18% | 38.43%-16.2pp | 35.69%-13.5pp | 372.94%-350.8pp |
| Employer contribution / active EE | $947 | $4,103-76.9% | $3,737-74.7% | $4,751-80.1% |
| Participant deferral / active EE | $1,519 | $5,454-72.1% | $4,878-68.9% | $6,710-77.4% |
| Admin fee / account holder | $2,815 | $7,877-64.3% | $6,730-58.2% | $11,403-75.3% |