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 6-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 | $5,873 | $92,703-93.7% | $82,719-92.9% | $134,475-95.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.52% | 944.92%-972.4pp | 701.18%-728.7pp | 417.96%-445.5pp |
| Employer contribution / active EE | $1,738 | $3,274-46.9% | $3,009-42.2% | $4,740-63.3% |
| Participant deferral / active EE | $2,038 | $4,802-57.6% | $4,395-53.6% | $6,400-68.2% |
| Admin fee / account holder | $1,007 | $5,983-83.2% | $5,329-81.1% | $11,426-91.2% |