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 | $5,887 | $67,331-91.3% | $60,874-90.3% | $134,475-95.6% |
| Participation rate | 93.3% | 76.2%+17.2pp | 73.1%+20.2pp | 81.2%+12.1pp |
| Annual return | -25.86% | 49.93%-75.8pp | 16.90%-42.8pp | 417.96%-443.8pp |
| Employer contribution / active EE | $1,234 | $3,096-60.1% | $2,701-54.3% | $4,740-74.0% |
| Participant deferral / active EE | $5,048 | $4,538+11.2% | $3,817+32.3% | $6,400-21.1% |
| Admin fee / account holder | $592 | $4,582-87.1% | $3,224-81.7% | $11,426-94.8% |