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 | $14,515 | $70,428-79.4% | $96,562-85.0% | $85,850-83.1% |
| Participation rate | 70.4% | 61.8%+8.6pp | 69.8%+0.6pp | 69.3%+1.1pp |
| Annual return | 16.98% | 18.59%-1.6pp | 37.78%-20.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $669 | $1,413-52.7% | $2,356-71.6% | $2,565-73.9% |
| Participant deferral / active EE | $2,666 | $2,894-7.9% | $3,849-30.7% | $3,952-32.5% |
| Admin fee / account holder | $493 | $4,997-90.1% | $6,181-92.0% | $6,260-92.1% |