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 | $19,967 | $57,828-65.5% | $117,039-82.9% | $70,131-71.5% |
| Participation rate | 88.7% | 67.1%+21.6pp | 77.2%+11.5pp | 69.5%+19.1pp |
| Annual return | 22.08% | 17.55%+4.5pp | 18.95%+3.1pp | 73.14%-51.1pp |
| Employer contribution / active EE | $2,265 | $1,816+24.7% | $3,785-40.1% | $2,342-3.3% |
| Participant deferral / active EE | $4,213 | $2,438+72.8% | $3,929+7.2% | $3,332+26.4% |
| Admin fee / account holder | $728 | $3,548-79.5% | $5,974-87.8% | $4,645-84.3% |