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 | $14,428 | $52,467-72.5% | $57,179-74.8% | $55,167-73.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 75.3%+4.7pp | 69.0%+11.0pp |
| Annual return | 3.64% | 7.72%-4.1pp | 14.59%-10.9pp | 169.23%-165.6pp |
| Employer contribution / active EE | $1,329 | $2,477-46.4% | $2,682-50.5% | $1,963-32.3% |
| Participant deferral / active EE | $1,131 | $2,830-60.0% | $3,096-63.5% | $3,054-63.0% |
| Admin fee / account holder | $663 | $269+146.2% | $3,139-78.9% | $504+31.5% |