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 | $23,943 | $198,466-87.9% | $170,442-86.0% | $147,584-83.8% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 17.29% | 257.29%-240.0pp | 205.93%-188.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,672 | $6,184-73.0% | $5,433-69.2% | $4,876-65.7% |
| Participant deferral / active EE | $2,024 | $5,629-64.0% | $4,939-59.0% | $5,439-62.8% |
| Admin fee / account holder | $405 | $16,852-97.6% | $13,880-97.1% | $10,885-96.3% |