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 | $22,336 | $232,540-90.4% | $185,117-87.9% | $147,584-84.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.29% | 43.03%-27.7pp | 40.50%-25.2pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,704 | $5,195-67.2% | $4,182-59.2% | $4,876-65.0% |
| Participant deferral / active EE | $5,066 | $5,834-13.2% | $5,045+0.4% | $5,439-6.9% |
| Admin fee / account holder | $636 | $10,275-93.8% | $8,159-92.2% | $10,885-94.2% |