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 | $21,966 | $99,985-78.0% | $146,665-85.0% | $85,850-74.4% |
| Participation rate | 90.0% | 73.1%+16.9pp | 80.1%+9.9pp | 69.3%+20.7pp |
| Annual return | 14.43% | 18.93%-4.5pp | 22.74%-8.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $3,626 | $2,559+41.7% | $4,136-12.3% | $2,565+41.4% |
| Participant deferral / active EE | $4,366 | $4,006+9.0% | $5,506-20.7% | $3,952+10.5% |
| Admin fee / account holder | $1,226 | $7,702-84.1% | $10,280-88.1% | $6,260-80.4% |