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 | $19,455 | $109,881-82.3% | $150,045-87.0% | $84,808-77.1% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 15.09% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,069 | $3,561-41.9% | $4,693-55.9% | $2,631-21.4% |
| Participant deferral / active EE | $4,957 | $6,636-25.3% | $7,997-38.0% | $4,212+17.7% |
| Admin fee / account holder | $3,147 | $8,568-63.3% | $13,435-76.6% | $7,344-57.1% |