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 | $16,822 | $165,912-89.9% | $122,332-86.2% | $147,584-88.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.13% | 34.55%-23.4pp | 30.27%-19.1pp | 578.55%-567.4pp |
| Employer contribution / active EE | $752 | $5,754-86.9% | $4,050-81.4% | $4,876-84.6% |
| Participant deferral / active EE | $1,000 | $4,005-75.0% | $3,287-69.6% | $5,439-81.6% |
| Admin fee / account holder | $2,462 | $7,424-66.8% | $5,478-55.1% | $10,885-77.4% |