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 | $13,812 | $144,119-90.4% | $117,854-88.3% | $147,584-90.6% |
| Participation rate | 76.2% | 83.4%-7.2pp | 79.7%-3.5pp | 82.8%-6.6pp |
| Annual return | 19.72% | 531.15%-511.4pp | 335.08%-315.4pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,733 | $4,896-64.6% | $3,786-54.2% | $4,876-64.5% |
| Participant deferral / active EE | $3,669 | $5,316-31.0% | $4,482-18.1% | $5,439-32.5% |
| Admin fee / account holder | $4,466 | $10,886-59.0% | $8,020-44.3% | $10,885-59.0% |