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 | $51,620 | $549,947-90.6% | $177,821-71.0% | - |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.7%-87.7pp | - |
| Annual return | 14.25% | 10.27%+4.0pp | 48.32%-34.1pp | - |
| Employer contribution / active EE | $0 | $3,110-100.0% | $5,918-100.0% | - |
| Participant deferral / active EE | $0 | $4,796-100.0% | $7,714-100.0% | - |
| Admin fee / account holder | $378 | $57,220-99.3% | $12,427-97.0% | - |