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 | $30,034 | $137,414-78.1% | $189,513-84.2% | $85,850-65.0% |
| Participation rate | 92.0% | 84.6%+7.4pp | 87.8%+4.2pp | 69.3%+22.7pp |
| Annual return | 26.17% | 38.14%-12.0pp | 555.15%-529.0pp | 318.53%-292.4pp |
| Employer contribution / active EE | $2,081 | $4,344-52.1% | $6,162-66.2% | $2,565-18.9% |
| Participant deferral / active EE | $3,990 | $6,260-36.3% | $8,221-51.5% | $3,952+1.0% |
| Admin fee / account holder | $10,712 | $8,630+24.1% | $12,045-11.1% | $6,260+71.1% |