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 | $7,209 | $75,828-90.5% | $147,614-95.1% | $59,632-87.9% |
| Participation rate | 73.5% | 71.6%+1.9pp | 84.6%-11.2pp | 68.7%+4.8pp |
| Annual return | -43.75% | 0.37%-44.1pp | 61.98%-105.7pp | 2041.28%-2085.0pp |
| Employer contribution / active EE | $705 | $3,485-79.8% | $5,564-87.3% | $2,203-68.0% |
| Participant deferral / active EE | $1,674 | $3,130-46.5% | $4,895-65.8% | $3,192-47.6% |
| Admin fee / account holder | $5,536 | $5,985-7.5% | $11,611-52.3% | $4,297+28.8% |