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 4-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 | $4,511 | $85,022-94.7% | $70,515-93.6% | $139,434-96.8% |
| Participation rate | 73.9% | 73.9%0pp | 68.3%+5.6pp | 80.3%-6.4pp |
| Annual return | 26.06% | 30.38%-4.3pp | 32.77%-6.7pp | 372.94%-346.9pp |
| Employer contribution / active EE | $746 | $3,909-80.9% | $2,973-74.9% | $4,751-84.3% |
| Participant deferral / active EE | $1,919 | $5,890-67.4% | $4,567-58.0% | $6,710-71.4% |
| Admin fee / account holder | $588 | $8,906-93.4% | $6,412-90.8% | $11,403-94.8% |