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 | $16,884 | $232,540-92.7% | $185,117-90.9% | $147,584-88.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.65% | 43.03%-34.4pp | 40.50%-31.8pp | 578.55%-569.9pp |
| Employer contribution / active EE | $1,960 | $5,195-62.3% | $4,182-53.1% | $4,876-59.8% |
| Participant deferral / active EE | $2,125 | $5,834-63.6% | $5,045-57.9% | $5,439-60.9% |
| Admin fee / account holder | $5,340 | $10,275-48.0% | $8,159-34.6% | $10,885-50.9% |