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 4-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 | $11,629 | $75,828-84.7% | $147,614-92.1% | $59,632-80.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.83% | 0.37%-3.2pp | 61.98%-64.8pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $1,160 | $3,485-66.7% | $5,564-79.2% | $2,203-47.3% |
| Participant deferral / active EE | $868 | $3,130-72.3% | $4,895-82.3% | $3,192-72.8% |
| Admin fee / account holder | $2,349 | $5,985-60.7% | $11,611-79.8% | $4,297-45.3% |