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 | $16,351 | $78,694-79.2% | $67,652-75.8% | $125,391-87.0% |
| Participation rate | 93.3% | 78.8%+14.5pp | 75.7%+17.7pp | 83.2%+10.1pp |
| Annual return | 14.31% | 9.46%+4.8pp | 6625.04%-6610.7pp | 282.22%-267.9pp |
| Employer contribution / active EE | $919 | $3,044-69.8% | $2,266-59.4% | $4,866-81.1% |
| Participant deferral / active EE | $3,854 | $4,292-10.2% | $3,560+8.3% | $5,352-28.0% |
| Admin fee / account holder | $813 | $7,403-89.0% | $4,821-83.1% | $9,540-91.5% |