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 | $25,751 | $176,812-85.4% | $146,665-82.4% | $167,490-84.6% |
| Participation rate | 90.5% | 83.6%+6.9pp | 80.1%+10.4pp | 82.1%+8.4pp |
| Annual return | 11.86% | 24.03%-12.2pp | 22.74%-10.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,160 | $5,160-77.5% | $4,136-72.0% | $4,837-76.0% |
| Participant deferral / active EE | $3,867 | $6,440-39.9% | $5,506-29.8% | $6,341-39.0% |
| Admin fee / account holder | $1,793 | $13,259-86.5% | $10,280-82.6% | $12,309-85.4% |