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 | $23,212 | $201,272-88.5% | $184,203-87.4% | $145,922-84.1% |
| Participation rate | 95.0% | 87.5%+7.5pp | 86.8%+8.2pp | 80.3%+14.7pp |
| Annual return | 16.15% | 29.00%-12.9pp | 28.81%-12.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,999 | $7,022-71.5% | $6,427-68.9% | $4,660-57.1% |
| Participant deferral / active EE | $4,989 | $9,806-49.1% | $9,131-45.4% | $6,688-25.4% |
| Admin fee / account holder | $6,533 | $16,364-60.1% | $13,901-53.0% | $13,397-51.2% |