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 | $2,677 | $76,000-96.5% | $154,107-98.3% | $64,186-95.8% |
| Participation rate | 82.4% | 70.4%+11.9pp | 83.0%-0.7pp | 69.6%+12.8pp |
| Annual return | -15.06% | 30.32%-45.4pp | 735.12%-750.2pp | 7.63%-22.7pp |
| Employer contribution / active EE | $482 | $3,351-85.6% | $5,298-90.9% | $2,381-79.7% |
| Participant deferral / active EE | $1,317 | $3,175-58.5% | $5,081-74.1% | $3,470-62.0% |
| Admin fee / account holder | $681 | $5,596-87.8% | $13,411-94.9% | $4,888-86.1% |