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 | $19,802 | $232,540-91.5% | $185,117-89.3% | $147,584-86.6% |
| Participation rate | 94.1% | 82.4%+11.8pp | 77.3%+16.9pp | 82.8%+11.3pp |
| Annual return | 17.76% | 43.03%-25.3pp | 40.50%-22.7pp | 578.55%-560.8pp |
| Employer contribution / active EE | $7,253 | $5,195+39.6% | $4,182+73.4% | $4,876+48.7% |
| Participant deferral / active EE | $4,363 | $5,834-25.2% | $5,045-13.5% | $5,439-19.8% |
| Admin fee / account holder | $5,025 | $10,275-51.1% | $8,159-38.4% | $10,885-53.8% |