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 | $44,606 | $511,364-91.3% | $162,163-72.5% | - |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.6%-87.6pp | - |
| Annual return | 17.79% | 18.01%-0.2pp | 115.59%-97.8pp | - |
| Employer contribution / active EE | $0 | $2,842-100.0% | $5,614-100.0% | - |
| Participant deferral / active EE | $0 | $5,219-100.0% | $7,298-100.0% | - |
| Admin fee / account holder | $12,453 | $22,911-45.6% | $10,843+14.9% | - |