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 | $15,329 | $228,332-93.3% | $185,823-91.8% | $158,922-90.4% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 16.29% | 40.80%-24.5pp | 35.95%-19.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,024 | $4,967-59.2% | $4,087-50.5% | $4,761-57.5% |
| Participant deferral / active EE | $2,244 | $6,415-65.0% | $5,632-60.2% | $5,982-62.5% |
| Admin fee / account holder | $5,368 | $11,864-54.8% | $9,500-43.5% | $11,246-52.3% |