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 | $20,421 | $211,958-90.4% | $169,463-87.9% | $135,375-84.9% |
| Participation rate | 77.8% | 82.6%-4.9pp | 77.8%0pp | 82.6%-4.9pp |
| Annual return | 1.38% | 3.26%-1.9pp | 1.83%-0.4pp | 519.73%-518.4pp |
| Employer contribution / active EE | $510 | $5,120-90.0% | $4,159-87.7% | $4,779-89.3% |
| Participant deferral / active EE | $2,803 | $6,075-53.9% | $5,277-46.9% | $5,609-50.0% |
| Admin fee / account holder | $106,568 | $11,471+829.0% | $9,109+1069.9% | $10,827+884.3% |