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 | $14,739 | $106,890-86.2% | $84,015-82.5% | $152,861-90.4% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 27.58% | 104.99%-77.4pp | 71.31%-43.7pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,018 | $2,734-62.8% | $1,983-48.7% | $4,762-78.6% |
| Participant deferral / active EE | $1,273 | $4,011-68.3% | $3,239-60.7% | $5,850-78.2% |
| Admin fee / account holder | $3,286 | $8,285-60.3% | $6,101-46.1% | $11,596-71.7% |