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 | $20,837 | $197,591-89.5% | $177,821-88.3% | $158,922-86.9% |
| Participation rate | 77.3% | 88.5%-11.3pp | 87.7%-10.4pp | 82.0%-4.7pp |
| Annual return | 15.56% | 58.76%-43.2pp | 48.32%-32.8pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,945 | $6,697-71.0% | $5,918-67.1% | $4,761-59.1% |
| Participant deferral / active EE | $4,541 | $8,405-46.0% | $7,714-41.1% | $5,982-24.1% |
| Admin fee / account holder | $4,938 | $15,399-67.9% | $12,427-60.3% | $11,246-56.1% |