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 | $2,636 | $152,460-98.3% | $118,746-97.8% | $147,584-98.2% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.3%-78.3pp | 82.8%-82.8pp |
| Annual return | 13.94% | 17.41%-3.5pp | 24.54%-10.6pp | 578.55%-564.6pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $83,224 | $16,953+390.9% | $10,720+676.3% | $10,885+664.6% |