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 | $27,404 | $81,208-66.3% | $98,907-72.3% | $79,858-65.7% |
| Participation rate | 97.7% | 72.5%+25.2pp | 76.0%+21.7pp | 69.6%+28.1pp |
| Annual return | 22.57% | 60.99%-38.4pp | 196.43%-173.9pp | 31.71%-9.1pp |
| Employer contribution / active EE | $867 | $1,960-55.8% | $2,689-67.8% | $2,471-64.9% |
| Participant deferral / active EE | $2,230 | $3,265-31.7% | $4,244-47.5% | $3,740-40.4% |
| Admin fee / account holder | $815 | $6,013-86.4% | $6,642-87.7% | $5,306-84.6% |