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 7-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 | $8,298 | $97,757-91.5% | $83,848-90.1% | $135,375-93.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -16.69% | 1287.37%-1304.1pp | 850.88%-867.6pp | 519.73%-536.4pp |
| Employer contribution / active EE | $1,404 | $4,222-66.8% | $3,631-61.3% | $4,779-70.6% |
| Participant deferral / active EE | $5,920 | $4,682+26.4% | $4,082+45.0% | $5,609+5.5% |
| Admin fee / account holder | $415 | $6,674-93.8% | $5,478-92.4% | $10,827-96.2% |