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 | $11,455 | $78,672-85.4% | $109,143-89.5% | $85,850-86.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.45% | 25.09%-12.6pp | 25.75%-13.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,895 | $2,735-30.7% | $3,722-49.1% | $2,565-26.1% |
| Participant deferral / active EE | $1,959 | $3,467-43.5% | $4,653-57.9% | $3,952-50.4% |
| Admin fee / account holder | $4,914 | $5,469-10.2% | $6,752-27.2% | $6,260-21.5% |