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 5-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 | $9,097 | $133,958-93.2% | $112,228-91.9% | $134,475-93.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -31.86% | 47.11%-79.0pp | 27.45%-59.3pp | 417.96%-449.8pp |
| Employer contribution / active EE | $3,053 | $4,038-24.4% | $3,635-16.0% | $4,740-35.6% |
| Participant deferral / active EE | $3,196 | $5,291-39.6% | $4,728-32.4% | $6,400-50.1% |
| Admin fee / account holder | $983 | $7,489-86.9% | $6,410-84.7% | $11,426-91.4% |