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 | $437 | $71,050-99.4% | $93,606-99.5% | $80,856-99.5% |
| Participation rate | 94.7% | 60.4%+34.3pp | 68.7%+26.0pp | 67.6%+27.1pp |
| Annual return | -153.23% | 11.26%-164.5pp | 133.20%-286.4pp | 35.59%-188.8pp |
| Employer contribution / active EE | $5,773 | $1,564+269.2% | $2,420+138.6% | $2,755+109.5% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,873 | $6,945-73.0% | $8,285-77.4% | $6,918-72.9% |