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 | $14,284 | $176,812-91.9% | $146,665-90.3% | $167,490-91.5% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 46.72% | 24.03%+22.7pp | 22.74%+24.0pp | 478.56%-431.8pp |
| Employer contribution / active EE | $1,887 | $5,160-63.4% | $4,136-54.4% | $4,837-61.0% |
| Participant deferral / active EE | $2,561 | $6,440-60.2% | $5,506-53.5% | $6,341-59.6% |
| Admin fee / account holder | $736 | $13,259-94.4% | $10,280-92.8% | $12,309-94.0% |