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 | $11,634 | $105,998-89.0% | $92,233-87.4% | $147,584-92.1% |
| Participation rate | 84.2% | 80.4%+3.8pp | 76.5%+7.7pp | 82.8%+1.4pp |
| Annual return | 11.80% | 50.05%-38.2pp | 176.28%-164.5pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,719 | $4,333-60.3% | $3,679-53.3% | $4,876-64.8% |
| Participant deferral / active EE | $1,398 | $4,478-68.8% | $3,897-64.1% | $5,439-74.3% |
| Admin fee / account holder | $2,369 | $6,332-62.6% | $5,194-54.4% | $10,885-78.2% |