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 4-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 | $438 | $87,013-99.5% | $106,213-99.6% | $80,856-99.5% |
| Participation rate | 95.2% | 70.4%+24.8pp | 75.3%+20.0pp | 67.6%+27.6pp |
| Annual return | -549.85% | 17.05%-566.9pp | 116.14%-666.0pp | 35.59%-585.4pp |
| Employer contribution / active EE | $8,589 | $2,395+258.6% | $3,171+170.8% | $2,755+211.8% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,042 | $8,431-75.8% | $11,033-81.5% | $6,918-70.5% |