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 | $11,473 | $232,540-95.1% | $185,117-93.8% | $147,584-92.2% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 12.94% | 43.03%-30.1pp | 40.50%-27.6pp | 578.55%-565.6pp |
| Employer contribution / active EE | $716 | $5,195-86.2% | $4,182-82.9% | $4,876-85.3% |
| Participant deferral / active EE | $1,055 | $5,834-81.9% | $5,045-79.1% | $5,439-80.6% |
| Admin fee / account holder | $3,741 | $10,275-63.6% | $8,159-54.2% | $10,885-65.6% |