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 | $10,695 | $144,119-92.6% | $117,854-90.9% | $147,584-92.8% |
| Participation rate | 72.2% | 83.4%-11.2pp | 79.7%-7.4pp | 82.8%-10.6pp |
| Annual return | 21.22% | 531.15%-509.9pp | 335.08%-313.9pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,280 | $4,896-73.9% | $3,786-66.2% | $4,876-73.8% |
| Participant deferral / active EE | $1,815 | $5,316-65.9% | $4,482-59.5% | $5,439-66.6% |
| Admin fee / account holder | $2,880 | $10,886-73.5% | $8,020-64.1% | $10,885-73.5% |