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 7-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 | $8,009 | $65,561-87.8% | $86,188-90.7% | $75,163-89.3% |
| Participation rate | 95.5% | 60.5%+35.0pp | 69.0%+26.6pp | 67.2%+28.3pp |
| Annual return | -91.46% | 46.05%-137.5pp | 1168.45%-1259.9pp | 160.62%-252.1pp |
| Employer contribution / active EE | $4,927 | $1,553+217.3% | $2,380+107.0% | $2,670+84.5% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,941 | $5,474-64.5% | $6,852-71.7% | $5,651-65.7% |