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 | $22,025 | $100,041-78.0% | $149,718-85.3% | $70,131-68.6% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.1%-1.4pp | 69.5%+16.2pp |
| Annual return | 19.21% | 27.43%-8.2pp | 1501.63%-1482.4pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,948 | $3,662-46.8% | $5,445-64.2% | $2,342-16.8% |
| Participant deferral / active EE | $4,508 | $4,983-9.5% | $6,569-31.4% | $3,332+35.3% |
| Admin fee / account holder | $813 | $8,286-90.2% | $11,283-92.8% | $4,645-82.5% |