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 | $34,167 | $123,793-72.4% | $177,821-80.8% | $79,858-57.2% |
| Participation rate | 80.8% | 84.7%-3.9pp | 87.7%-7.0pp | 69.6%+11.1pp |
| Annual return | 17.51% | 22.82%-5.3pp | 48.32%-30.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,515 | $4,095-63.0% | $5,918-74.4% | $2,471-38.7% |
| Participant deferral / active EE | $4,422 | $5,956-25.8% | $7,714-42.7% | $3,740+18.2% |
| Admin fee / account holder | $479 | $7,243-93.4% | $12,427-96.1% | $5,306-91.0% |