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 | $10,528 | $64,307-83.6% | $57,343-81.6% | $125,391-91.6% |
| Participation rate | 95.2% | 78.6%+16.6pp | 75.1%+20.1pp | 83.2%+12.0pp |
| Annual return | -1.17% | 25.12%-26.3pp | 24.39%-25.6pp | 282.22%-283.4pp |
| Employer contribution / active EE | $383 | $3,193-88.0% | $2,689-85.7% | $4,866-92.1% |
| Participant deferral / active EE | $921 | $3,848-76.1% | $3,162-70.9% | $5,352-82.8% |
| Admin fee / account holder | $1,700 | $5,242-67.6% | $3,356-49.3% | $9,540-82.2% |