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 | $12,643 | $91,190-86.1% | $178,490-92.9% | $79,858-84.2% |
| Participation rate | 73.2% | 69.2%+4.0pp | 81.9%-8.8pp | 69.6%+3.5pp |
| Annual return | 40.38% | 24.19%+16.2pp | 151.07%-110.7pp | 31.71%+8.7pp |
| Employer contribution / active EE | $1,344 | $3,256-58.7% | $5,011-73.2% | $2,471-45.6% |
| Participant deferral / active EE | $2,056 | $3,236-36.5% | $5,202-60.5% | $3,740-45.0% |
| Admin fee / account holder | $1,584 | $6,751-76.5% | $13,984-88.7% | $5,306-70.2% |