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 3-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 | $11,317 | $89,753-87.4% | $107,525-89.5% | $84,808-86.7% |
| Participation rate | 75.7% | 68.1%+7.6pp | 75.1%+0.6pp | 68.3%+7.4pp |
| Annual return | 27.78% | 29.48%-1.7pp | 181.32%-153.5pp | 40.90%-13.1pp |
| Employer contribution / active EE | $1,857 | $3,113-40.3% | $3,754-50.5% | $2,631-29.4% |
| Participant deferral / active EE | $1,977 | $4,056-51.2% | $5,116-61.3% | $4,212-53.0% |
| Admin fee / account holder | $1,140 | $7,222-84.2% | $8,919-87.2% | $7,344-84.5% |