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 | $11,315 | $85,202-86.7% | $172,739-93.4% | $72,985-84.5% |
| Participation rate | 73.1% | 70.1%+3.0pp | 82.6%-9.6pp | 69.5%+3.6pp |
| Annual return | 24.66% | 27.32%-2.7pp | 802.84%-778.2pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,730 | $3,324-48.0% | $5,143-66.4% | $2,440-29.1% |
| Participant deferral / active EE | $1,820 | $3,260-44.2% | $5,198-65.0% | $3,607-49.6% |
| Admin fee / account holder | $1,352 | $5,884-77.0% | $13,954-90.3% | $5,124-73.6% |