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 8-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 | $2,742 | $154,117-98.2% | $129,995-97.9% | $139,434-98.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -3.77% | 32.48%-36.2pp | -137.18%+133.4pp | 372.94%-376.7pp |
| Employer contribution / active EE | $2,472 | $5,289-53.3% | $4,320-42.8% | $4,751-48.0% |
| Participant deferral / active EE | $6,584 | $6,710-1.9% | $5,820+13.1% | $6,710-1.9% |
| Admin fee / account holder | $113,650 | $14,007+711.4% | $10,614+970.7% | $11,403+896.7% |