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 | $4,117 | $58,208-92.9% | $81,812-95.0% | $80,856-94.9% |
| Participation rate | 98.6% | 63.4%+35.2pp | 72.3%+26.2pp | 67.6%+30.9pp |
| Annual return | -87.85% | 41.66%-129.5pp | 773.79%-861.6pp | 35.59%-123.4pp |
| Employer contribution / active EE | $3,035 | $2,340+29.7% | $2,912+4.2% | $2,755+10.2% |
| Participant deferral / active EE | $4,278 | $3,281+30.4% | $4,319-0.9% | $4,296-0.4% |
| Admin fee / account holder | $13,887 | $4,981+178.8% | $7,386+88.0% | $6,918+100.7% |