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 | $1,120 | $70,908-98.4% | $98,907-98.9% | $73,488-98.5% |
| Participation rate | 85.1% | 73.8%+11.4pp | 76.0%+9.1pp | 70.7%+14.5pp |
| Annual return | -182.71% | 34.17%-216.9pp | 196.43%-379.1pp | 28.51%-211.2pp |
| Employer contribution / active EE | $7,834 | $2,036+284.7% | $2,689+191.3% | $2,270+245.1% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $688 | $535+28.6% | $6,642-89.6% | $513+34.1% |