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 | $25,389 | $72,404-64.9% | $110,238-77.0% | $64,186-60.4% |
| Participation rate | 79.7% | 73.3%+6.4pp | 79.8%-0.1pp | 69.6%+10.2pp |
| Annual return | 10.33% | -6.29%+16.6pp | 314.74%-304.4pp | 7.63%+2.7pp |
| Employer contribution / active EE | $833 | $2,282-63.5% | $3,826-78.2% | $2,381-65.0% |
| Participant deferral / active EE | $1,631 | $3,469-53.0% | $4,672-65.1% | $3,470-53.0% |
| Admin fee / account holder | $853 | $5,664-84.9% | $8,547-90.0% | $4,888-82.6% |