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 | $32,690 | $131,893-75.2% | $303,047-89.2% | $116,875-72.0% |
| Participation rate | 96.7% | 79.5%+17.2pp | 87.1%+9.6pp | 74.5%+22.1pp |
| Annual return | 26.87% | 15.41%+11.5pp | 2.47%+24.4pp | 16.29%+10.6pp |
| Employer contribution / active EE | $2,166 | $3,467-37.5% | $7,418-70.8% | $3,288-34.1% |
| Participant deferral / active EE | $3,385 | $4,183-19.1% | $5,070-33.2% | $3,885-12.9% |
| Admin fee / account holder | $6,022 | $14,721-59.1% | $39,333-84.7% | $12,263-50.9% |