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 4-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 | $24,804 | $180,449-86.3% | $154,107-83.9% | $135,375-81.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | 11.67% | 888.09%-876.4pp | 735.12%-723.5pp | 519.73%-508.1pp |
| Employer contribution / active EE | $1,671 | $6,035-72.3% | $5,298-68.5% | $4,779-65.0% |
| Participant deferral / active EE | $2,089 | $5,806-64.0% | $5,081-58.9% | $5,609-62.8% |
| Admin fee / account holder | $346 | $16,143-97.9% | $13,411-97.4% | $10,827-96.8% |