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 9-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 | $19,397 | $206,458-90.6% | $108,235-82.1% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | - |
| Annual return | 332.68% | 4.11%+328.6pp | -1.08%+333.8pp | - |
| Employer contribution / active EE | $0 | $17,961-100.0% | $35,779-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $238-100.0% | - |
| Admin fee / account holder | $1,046 | $14,541-92.8% | $13,449-92.2% | - |