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 | $12,910 | $163,101-92.1% | $136,749-90.6% | $142,382-90.9% |
| Participation rate | 91.7% | 78.2%+13.4pp | 72.1%+19.5pp | 80.1%+11.5pp |
| Annual return | 15.52% | 27.54%-12.0pp | 24.33%-8.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,393 | $5,585-57.2% | $4,692-49.0% | $6,507-63.2% |
| Admin fee / account holder | $505 | $14,318-96.5% | $11,386-95.6% | $12,624-96.0% |