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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,946 | $58,694-71.1% | $142,863-88.1% | $85,850-80.3% |
| Participation rate | 81.3% | 58.5%+22.8pp | 71.9%+9.3pp | 69.3%+11.9pp |
| Annual return | -25.93% | 27.72%-53.7pp | 5637.54%-5663.5pp | 318.53%-344.5pp |
| Employer contribution / active EE | $804 | $1,423-43.5% | $4,144-80.6% | $2,565-68.6% |
| Participant deferral / active EE | $0 | $2,607-100.0% | $3,837-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,295 | $4,239-69.5% | $6,560-80.3% | $6,260-79.3% |