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 | $13,231 | $115,770-88.6% | $101,248-86.9% | $158,922-91.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.74% | 56.14%-42.4pp | 46.47%-32.7pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,826 | $4,175-56.3% | $3,660-50.1% | $4,761-61.6% |
| Participant deferral / active EE | $2,739 | $4,957-44.7% | $4,370-37.3% | $5,982-54.2% |
| Admin fee / account holder | $1,592 | $7,245-78.0% | $5,945-73.2% | $11,246-85.8% |