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 | $21,635 | $89,355-75.8% | $141,162-84.7% | $72,985-70.4% |
| Participation rate | 95.6% | 75.1%+20.5pp | 82.5%+13.1pp | 69.5%+26.1pp |
| Annual return | 32.69% | 111.85%-79.2pp | 71.39%-38.7pp | 81.00%-48.3pp |
| Employer contribution / active EE | $3,583 | $3,114+15.1% | $4,735-24.3% | $2,440+46.9% |
| Participant deferral / active EE | $6,567 | $5,418+21.2% | $6,709-2.1% | $3,607+82.0% |
| Admin fee / account holder | $3,823 | $5,958-35.8% | $10,261-62.7% | $5,124-25.4% |