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 | $1,351 | $81,625-98.3% | $58,482-97.7% | $139,434-99.0% |
| Participation rate | 81.8% | 61.3%+20.5pp | 50.9%+31.0pp | 80.3%+1.5pp |
| Annual return | -7.42% | 7404.20%-7411.6pp | 4239.32%-4246.7pp | 372.94%-380.4pp |
| Employer contribution / active EE | $106 | $1,398-92.4% | $1,053-90.0% | $4,751-97.8% |
| Participant deferral / active EE | $169 | $2,557-93.4% | $1,924-91.2% | $6,710-97.5% |
| Admin fee / account holder | $511 | $3,265-84.3% | $2,516-79.7% | $11,403-95.5% |