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 | $23,878 | $198,466-88.0% | $170,442-86.0% | $147,584-83.8% |
| Participation rate | 78.6% | 88.0%-9.4pp | 83.6%-5.0pp | 82.8%-4.3pp |
| Annual return | 21.41% | 257.29%-235.9pp | 205.93%-184.5pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,747 | $6,184-71.8% | $5,433-67.8% | $4,876-64.2% |
| Participant deferral / active EE | $2,906 | $5,629-48.4% | $4,939-41.2% | $5,439-46.6% |
| Admin fee / account holder | $7,006 | $16,852-58.4% | $13,880-49.5% | $10,885-35.6% |