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 | $10,044 | $81,632-87.7% | $70,449-85.7% | $158,922-93.7% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 31.70% | 208.40%-176.7pp | 109.03%-77.3pp | 302.83%-271.1pp |
| Employer contribution / active EE | $2,024 | $3,217-37.1% | $2,737-26.0% | $4,761-57.5% |
| Participant deferral / active EE | $4,637 | $4,554+1.8% | $3,709+25.0% | $5,982-22.5% |
| Admin fee / account holder | $4,600 | $6,193-25.7% | $3,845+19.6% | $11,246-59.1% |