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 | $23,401 | $144,119-83.8% | $117,854-80.1% | $147,584-84.1% |
| Participation rate | 81.0% | 83.4%-2.5pp | 79.7%+1.3pp | 82.8%-1.9pp |
| Annual return | 25.22% | 531.15%-505.9pp | 335.08%-309.9pp | 578.55%-553.3pp |
| Employer contribution / active EE | $1,618 | $4,896-66.9% | $3,786-57.3% | $4,876-66.8% |
| Participant deferral / active EE | $4,918 | $5,316-7.5% | $4,482+9.7% | $5,439-9.6% |
| Admin fee / account holder | $1,314 | $10,886-87.9% | $8,020-83.6% | $10,885-87.9% |