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 | $23,204 | $149,679-84.5% | $117,039-80.2% | $147,584-84.3% |
| Participation rate | 88.2% | 83.5%+4.7pp | 77.2%+11.1pp | 82.8%+5.4pp |
| Annual return | 13.44% | 19.31%-5.9pp | 18.95%-5.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,560 | $4,937-68.4% | $3,785-58.8% | $4,876-68.0% |
| Participant deferral / active EE | $3,779 | $4,912-23.1% | $3,929-3.8% | $5,439-30.5% |
| Admin fee / account holder | $4,251 | $7,856-45.9% | $5,974-28.8% | $10,885-61.0% |