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 | $15,062 | $85,766-82.4% | $136,294-88.9% | $70,131-78.5% |
| Participation rate | 78.1% | 74.2%+4.0pp | 81.9%-3.8pp | 69.5%+8.6pp |
| Annual return | 42.63% | 31.45%+11.2pp | 5155.94%-5113.3pp | 73.14%-30.5pp |
| Employer contribution / active EE | $2,126 | $2,966-28.3% | $4,695-54.7% | $2,342-9.2% |
| Participant deferral / active EE | $5,364 | $5,051+6.2% | $6,247-14.1% | $3,332+61.0% |
| Admin fee / account holder | $940 | $5,420-82.7% | $9,243-89.8% | $4,645-79.8% |