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 | $22,840 | $282,106-91.9% | $172,739-86.8% | - |
| Participation rate | 0.0% | 64.8%-64.8pp | 82.6%-82.6pp | - |
| Annual return | 14.53% | 12.00%+2.5pp | 802.84%-788.3pp | - |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,143-100.0% | - |
| Participant deferral / active EE | $0 | $2,424-100.0% | $5,198-100.0% | - |
| Admin fee / account holder | $654 | $24,081-97.3% | $13,954-95.3% | - |