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 | $6,142 | $138,044-95.6% | $125,339-95.1% | $134,475-95.4% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -33.83% | 750.33%-784.2pp | 572.05%-605.9pp | 417.96%-451.8pp |
| Employer contribution / active EE | $2,207 | $5,243-57.9% | $4,814-54.2% | $4,740-53.4% |
| Participant deferral / active EE | $4,065 | $7,799-47.9% | $7,446-45.4% | $6,400-36.5% |
| Admin fee / account holder | $1,315 | $11,571-88.6% | $10,010-86.9% | $11,426-88.5% |