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 | $213,609 | $247,971-13.9% | $209,012+2.2% | $357,791-40.3% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.5%-77.5pp | 85.6%-85.6pp |
| Annual return | 12.10% | -1.22%+13.3pp | 0.31%+11.8pp | 396.79%-384.7pp |
| Employer contribution / active EE | $0 | $6,238-100.0% | $5,342-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $5,526-100.0% | $4,752-100.0% | $5,521-100.0% |
| Admin fee / account holder | $1,594,523 | $40,320+3854.7% | $31,136+5021.2% | $28,387+5517.0% |