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 | $44,135 | $432,047-89.8% | $151,611-70.9% | - |
| Participation rate | 0.0% | 83.9%-83.9pp | 87.5%-87.5pp | - |
| Annual return | -16.71% | -11.21%-5.5pp | 3.33%-20.0pp | - |
| Employer contribution / active EE | $0 | $4,228-100.0% | $6,166-100.0% | - |
| Participant deferral / active EE | $0 | $7,208-100.0% | $8,363-100.0% | - |
| Admin fee / account holder | $5,405 | $147,941-96.3% | $11,616-53.5% | - |