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 | $21,789 | $144,119-84.9% | $117,854-81.5% | $147,584-85.2% |
| Participation rate | 70.0% | 83.4%-13.4pp | 79.7%-9.7pp | 82.8%-12.8pp |
| Annual return | 8.91% | 531.15%-522.2pp | 335.08%-326.2pp | 578.55%-569.6pp |
| Employer contribution / active EE | $1,362 | $4,896-72.2% | $3,786-64.0% | $4,876-72.1% |
| Participant deferral / active EE | $1,814 | $5,316-65.9% | $4,482-59.5% | $5,439-66.7% |
| Admin fee / account holder | $1,870 | $10,886-82.8% | $8,020-76.7% | $10,885-82.8% |