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 | $9,834 | $81,746-88.0% | $91,989-89.3% | - |
| Participation rate | 0.0% | 77.1%-77.1pp | 78.6%-78.6pp | - |
| Annual return | 14.52% | 33.91%-19.4pp | 69.02%-54.5pp | - |
| Employer contribution / active EE | $0 | $2,156-100.0% | $3,452-100.0% | - |
| Participant deferral / active EE | $0 | $5,408-100.0% | $5,923-100.0% | - |
| Admin fee / account holder | $2,189 | $1,446+51.4% | $7,743-71.7% | - |