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 | $26,059 | $209,832-87.6% | $189,513-86.2% | $167,490-84.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.67% | 748.27%-731.6pp | 555.15%-538.5pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,432 | $6,914-64.8% | $6,162-60.5% | $4,837-49.7% |
| Participant deferral / active EE | $3,615 | $8,935-59.5% | $8,221-56.0% | $6,341-43.0% |
| Admin fee / account holder | $1,158 | $14,293-91.9% | $12,045-90.4% | $12,309-90.6% |