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 | $23,858 | $109,359-78.2% | $162,163-85.3% | $72,985-67.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 23.25% | 25.46%-2.2pp | 115.59%-92.3pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,563 | $3,907-60.0% | $5,614-72.2% | $2,440-35.9% |
| Participant deferral / active EE | $2,715 | $5,481-50.5% | $7,298-62.8% | $3,607-24.7% |
| Admin fee / account holder | $3,673 | $7,972-53.9% | $10,843-66.1% | $5,124-28.3% |