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 | $9,632 | $100,970-90.5% | $96,576-90.0% | $137,256-93.0% |
| Participation rate | 95.0% | 82.6%+12.4pp | 81.4%+13.6pp | 80.0%+15.0pp |
| Annual return | 15.79% | 38.16%-22.4pp | 38.47%-22.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,851 | $3,809-25.1% | $3,553-19.8% | $4,156-31.4% |
| Participant deferral / active EE | $2,678 | $8,286-67.7% | $7,956-66.3% | $6,407-58.2% |
| Admin fee / account holder | $1,399 | $11,312-87.6% | $11,381-87.7% | $12,270-88.6% |