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 | $10,268 | $77,634-86.8% | $156,549-93.4% | $62,891-83.7% |
| Participation rate | 76.0% | 71.2%+4.8pp | 84.0%-8.0pp | 69.3%+6.7pp |
| Annual return | 34.77% | 50.32%-15.6pp | 32.23%+2.5pp | 20.14%+14.6pp |
| Employer contribution / active EE | $1,020 | $3,444-70.4% | $5,501-81.5% | $2,281-55.3% |
| Participant deferral / active EE | $1,561 | $3,045-48.8% | $4,871-68.0% | $3,203-51.3% |
| Admin fee / account holder | $566 | $5,561-89.8% | $13,027-95.7% | $4,296-86.8% |