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 | $22,954 | $87,013-73.6% | $106,213-78.4% | $80,856-71.6% |
| Participation rate | 95.6% | 70.4%+25.2pp | 75.3%+20.3pp | 67.6%+28.0pp |
| Annual return | 10.76% | 17.05%-6.3pp | 116.14%-105.4pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,327 | $2,395-44.6% | $3,171-58.1% | $2,755-51.8% |
| Participant deferral / active EE | $2,414 | $3,986-39.4% | $5,016-51.9% | $4,296-43.8% |
| Admin fee / account holder | $998 | $8,431-88.2% | $11,033-91.0% | $6,918-85.6% |